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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 | $54,262 | $97,078-44.1% | $103,065-47.4% | $145,897-62.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 13.12% | 25.49%-12.4pp | 23.95%-10.8pp | 552.29%-539.2pp |
| Employer contribution / active EE | $3,464 | $4,680-26.0% | $4,675-25.9% | $4,663-25.7% |
| Participant deferral / active EE | $14,730 | $6,601+123.1% | $6,625+122.3% | $6,689+120.2% |
| Admin fee / account holder | $159 | $12,505-98.7% | $9,349-98.3% | $13,390-98.8% |