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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 | $98,960 | $117,895-16.1% | $102,460-3.4% | $145,897-32.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.82% | 31.92%-20.1pp | 29.47%-17.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $9,779 | $3,619+170.2% | $3,025+223.3% | $4,663+109.7% |
| Participant deferral / active EE | $6,973 | $5,736+21.6% | $5,056+37.9% | $6,689+4.2% |
| Admin fee / account holder | $87 | $13,353-99.3% | $9,460-99.1% | $13,390-99.3% |