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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 | $69,012 | $105,856-34.8% | $90,161-23.5% | $147,586-53.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.36% | 37.63%-20.3pp | 34.89%-17.5pp | 578.59%-561.2pp |
| Employer contribution / active EE | $3,360 | $4,126-18.6% | $3,318+1.3% | $4,876-31.1% |
| Participant deferral / active EE | $6,846 | $5,733+19.4% | $5,287+29.5% | $5,439+25.9% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,886-100.0% |