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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 | $73,284 | $106,280-31.0% | $96,538-24.1% | $139,487-47.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.14% | 38.48%-17.3pp | 35.74%-14.6pp | 373.84%-352.7pp |
| Employer contribution / active EE | $4,625 | $4,107+12.6% | $3,740+23.7% | $4,755-2.7% |
| Participant deferral / active EE | $35,306 | $5,457+547.0% | $4,880+623.4% | $6,713+426.0% |
| Admin fee / account holder | $227 | $7,888-97.1% | $6,737-96.6% | $11,407-98.0% |