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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 | $69,620 | $101,618-31.5% | $93,063-25.2% | $137,256-49.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 22.07% | 223.95%-201.9pp | 34.15%-12.1pp | 220.34%-198.3pp |
| Employer contribution / active EE | $7,512 | $2,707+177.5% | $2,476+203.4% | $4,156+80.7% |
| Participant deferral / active EE | $10,810 | $4,279+152.6% | $3,958+173.1% | $6,407+68.7% |
| Admin fee / account holder | $13 | $6,198-99.8% | $6,033-99.8% | $12,270-99.9% |