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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 | $51,420 | $162,821-68.4% | $133,978-61.6% | $158,982-67.7% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 35.29% | 41.95%-6.7pp | 45.10%-9.8pp | 302.99%-267.7pp |
| Employer contribution / active EE | $9,000 | $4,976+80.9% | $3,919+129.7% | $4,763+89.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $263 | $11,742-97.8% | $8,930-97.1% | $11,252-97.7% |