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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 | $54,369 | $103,393-47.4% | $87,103-37.6% | $152,909-64.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 19.29% | 28.10%-8.8pp | 28.19%-8.9pp | 345.46%-326.2pp |
| Employer contribution / active EE | $8,436 | $3,221+161.9% | $2,521+234.5% | $4,764+77.1% |
| Participant deferral / active EE | $5,046 | $4,778+5.6% | $4,049+24.6% | $5,851-13.8% |
| Admin fee / account holder | $131 | $12,195-98.9% | $7,491-98.2% | $11,601-98.9% |