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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 | $63,822 | $103,393-38.3% | $87,103-26.7% | $152,909-58.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 17.45% | 28.10%-10.6pp | 28.19%-10.7pp | 345.46%-328.0pp |
| Employer contribution / active EE | $2,741 | $3,221-14.9% | $2,521+8.7% | $4,764-42.5% |
| Participant deferral / active EE | $2,166 | $4,778-54.7% | $4,049-46.5% | $5,851-63.0% |
| Admin fee / account holder | $236 | $12,195-98.1% | $7,491-96.8% | $11,601-98.0% |