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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 | $74,528 | $117,433-36.5% | $99,475-25.1% | $152,897-51.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 19.80% | 31.87%-12.1pp | 30.72%-10.9pp | 345.43%-325.6pp |
| Employer contribution / active EE | $9,350 | $3,013+210.3% | $2,540+268.1% | $4,764+96.3% |
| Participant deferral / active EE | $6,028 | $4,086+47.5% | $3,619+66.6% | $5,851+3.0% |
| Admin fee / account holder | $156 | $7,634-98.0% | $6,252-97.5% | $11,599-98.7% |