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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 | $80,628 | $96,491-16.4% | $75,894+6.2% | $152,885-47.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 29.21% | 33.98%-4.8pp | 30.76%-1.6pp | 345.39%-316.2pp |
| Employer contribution / active EE | $3,325 | $3,310+0.5% | $2,501+33.0% | $4,763-30.2% |
| Participant deferral / active EE | $21,816 | $4,553+379.1% | $3,603+505.5% | $5,851+272.9% |
| Admin fee / account holder | $279 | $8,079-96.5% | $5,420-94.8% | $11,598-97.6% |