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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 | $59,677 | $108,882-45.2% | $96,754-38.3% | $154,746-61.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 21.96% | 98.39%-76.4pp | 82.04%-60.1pp | 172.34%-150.4pp |
| Employer contribution / active EE | $3,084 | $3,018+2.2% | $2,679+15.1% | $4,379-29.6% |
| Participant deferral / active EE | $9,988 | $5,323+87.6% | $4,758+109.9% | $6,730+48.4% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |