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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 | $59,400 | $117,904-49.6% | $102,457-42.0% | $145,978-59.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.21% | 31.80%-11.6pp | 29.41%-9.2pp | 550.52%-530.3pp |
| Employer contribution / active EE | $8,352 | $3,613+131.1% | $3,022+176.4% | $4,662+79.2% |
| Participant deferral / active EE | $16,630 | $5,733+190.1% | $5,054+229.0% | $6,690+148.6% |
| Admin fee / account holder | $213 | $13,329-98.4% | $9,451-97.7% | $13,400-98.4% |