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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 | $70,285 | $98,463-28.6% | $119,258-41.1% | $85,847-18.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.3%+30.7pp |
| Annual return | 12.24% | 38.53%-26.3pp | 30.69%-18.5pp | 318.61%-306.4pp |
| Employer contribution / active EE | $4,778 | $3,698+29.2% | $4,384+9.0% | $2,565+86.3% |
| Participant deferral / active EE | $4,865 | $4,942-1.6% | $6,111-20.4% | $3,952+23.1% |
| Admin fee / account holder | $110 | $7,493-98.5% | $7,226-98.5% | $6,261-98.3% |