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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 | $62,109 | $176,786-64.9% | $146,643-57.6% | $167,536-62.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 30.97% | 24.04%+6.9pp | 22.75%+8.2pp | 478.82%-447.9pp |
| Employer contribution / active EE | $2,106 | $5,161-59.2% | $4,137-49.1% | $4,839-56.5% |
| Participant deferral / active EE | $6,982 | $6,440+8.4% | $5,506+26.8% | $6,342+10.1% |
| Admin fee / account holder | $186 | $13,262-98.6% | $10,280-98.2% | $12,315-98.5% |