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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 | $56,062 | $90,509-38.1% | $78,693-28.8% | $273,968-79.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.23% | 75.61%-69.4pp | 62.18%-55.9pp | 41.45%-35.2pp |
| Employer contribution / active EE | $8,507 | $3,175+167.9% | $2,850+198.5% | $4,869+74.7% |
| Participant deferral / active EE | $7,154 | $3,901+83.4% | $3,517+103.4% | $5,287+35.3% |
| Admin fee / account holder | $98 | $5,264-98.1% | $4,511-97.8% | $10,132-99.0% |