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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 | $66,625 | $140,578-52.6% | $100,671-33.8% | $125,389-46.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.26% | 24.67%-24.4pp | 20.43%-20.2pp | 282.24%-282.0pp |
| Employer contribution / active EE | $11,725 | $5,965+96.6% | $4,012+192.2% | $4,866+141.0% |
| Participant deferral / active EE | $8,953 | $3,981+124.9% | $3,144+184.8% | $5,352+67.3% |
| Admin fee / account holder | -$10 | $6,716-100.2% | $4,850-100.2% | $9,541-100.1% |