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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 | $69,106 | $211,224-67.3% | $178,505-61.3% | $145,897-52.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.57% | 30.28%-12.7pp | 27.16%-9.6pp | 552.29%-534.7pp |
| Employer contribution / active EE | $3,247 | $4,577-29.1% | $3,955-17.9% | $4,663-30.4% |
| Participant deferral / active EE | $6,562 | $6,966-5.8% | $6,280+4.5% | $6,689-1.9% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |