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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 | $63,545 | $101,063-37.1% | $81,473-22.0% | $147,586-56.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 11.59% | 32.41%-20.8pp | 38.78%-27.2pp | 578.59%-567.0pp |
| Employer contribution / active EE | $18,787 | $3,206+486.1% | $2,568+631.6% | $4,876+285.3% |
| Participant deferral / active EE | $6,869 | $4,242+61.9% | $3,537+94.2% | $5,439+26.3% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |