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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 | $82,451 | $100,073-17.6% | $85,126-3.1% | $145,877-43.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.30% | 84.11%-74.8pp | 66.63%-57.3pp | 551.28%-542.0pp |
| Employer contribution / active EE | $12,260 | $3,236+278.8% | $2,731+348.9% | $4,663+162.9% |
| Participant deferral / active EE | $6,348 | $5,294+19.9% | $4,523+40.3% | $6,691-5.1% |
| Admin fee / account holder | $253 | $7,261-96.5% | $6,160-95.9% | $13,402-98.1% |