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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 | $142,507 | $232,540-38.7% | $185,117-23.0% | $147,586-3.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 20.58% | 43.03%-22.4pp | 40.50%-19.9pp | 578.59%-558.0pp |
| Employer contribution / active EE | $9,508 | $5,195+83.0% | $4,182+127.4% | $4,876+95.0% |
| Participant deferral / active EE | $3,492 | $5,834-40.1% | $5,045-30.8% | $5,439-35.8% |
| Admin fee / account holder | $50 | $10,275-99.5% | $8,159-99.4% | $10,886-99.5% |