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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 | $87,840 | $201,372-56.4% | $184,260-52.3% | $145,884-39.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.98% | 29.04%-13.1pp | 28.84%-12.9pp | 551.85%-535.9pp |
| Employer contribution / active EE | $2,881 | $7,024-59.0% | $6,427-55.2% | $4,662-38.2% |
| Participant deferral / active EE | $7,406 | $9,808-24.5% | $9,133-18.9% | $6,690+10.7% |
| Admin fee / account holder | $71 | $16,362-99.6% | $13,898-99.5% | $13,392-99.5% |