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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 | $63,409 | $110,337-42.5% | $102,383-38.1% | $145,877-56.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.46% | 24.83%-13.4pp | 24.94%-13.5pp | 551.28%-539.8pp |
| Employer contribution / active EE | $3,915 | $4,216-7.1% | $3,870+1.2% | $4,663-16.0% |
| Participant deferral / active EE | $10,075 | $5,621+79.3% | $5,060+99.1% | $6,691+50.6% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |