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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,365 | $97,125-36.8% | $86,233-28.8% | $137,256-55.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 25.41% | 74.19%-48.8pp | 61.39%-36.0pp | 220.34%-194.9pp |
| Employer contribution / active EE | $3,271 | $2,841+15.1% | $2,504+30.6% | $4,156-21.3% |
| Participant deferral / active EE | $28,376 | $5,180+447.8% | $4,559+522.4% | $6,407+342.9% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |