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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 | $99,939 | $110,410-9.5% | $102,437-2.4% | $145,897-31.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.52% | 24.85%-5.3pp | 24.95%-5.4pp | 552.29%-532.8pp |
| Employer contribution / active EE | $3,517 | $4,217-16.6% | $3,871-9.1% | $4,663-24.6% |
| Participant deferral / active EE | $7,667 | $5,622+36.4% | $5,060+51.5% | $6,689+14.6% |
| Admin fee / account holder | $41 | $9,745-99.6% | $8,388-99.5% | $13,390-99.7% |