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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 | $66,241 | $211,224-68.6% | $178,505-62.9% | $145,897-54.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.83% | 30.28%-15.4pp | 27.16%-12.3pp | 552.29%-537.5pp |
| Employer contribution / active EE | $6,419 | $4,577+40.3% | $3,955+62.3% | $4,663+37.7% |
| Participant deferral / active EE | $7,020 | $6,966+0.8% | $6,280+11.8% | $6,689+4.9% |
| Admin fee / account holder | $254 | $12,109-97.9% | $10,428-97.6% | $13,390-98.1% |