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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 | $66,067 | $149,741-55.9% | $118,914-44.4% | $158,982-58.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 17.11% | 19.94%-2.8pp | 35.89%-18.8pp | 302.99%-285.9pp |
| Employer contribution / active EE | $2,954 | $4,119-28.3% | $3,264-9.5% | $4,763-38.0% |
| Participant deferral / active EE | $6,276 | $5,226+20.1% | $4,266+47.1% | $5,983+4.9% |
| Admin fee / account holder | $18 | $8,607-99.8% | $6,582-99.7% | $11,252-99.8% |