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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 | $59,374 | $211,224-71.9% | $178,505-66.7% | $145,897-59.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.71% | 30.28%-15.6pp | 27.16%-12.4pp | 552.29%-537.6pp |
| Employer contribution / active EE | $681 | $4,577-85.1% | $3,955-82.8% | $4,663-85.4% |
| Participant deferral / active EE | $13,164 | $6,966+89.0% | $6,280+109.6% | $6,689+96.8% |
| Admin fee / account holder | $258 | $12,109-97.9% | $10,428-97.5% | $13,390-98.1% |