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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 | $62,376 | $100,279-37.8% | $81,353-23.3% | $145,884-57.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.84% | 34.49%-15.7pp | 24.82%-6.0pp | 551.85%-533.0pp |
| Employer contribution / active EE | $6,625 | $2,979+122.4% | $2,464+168.9% | $4,662+42.1% |
| Participant deferral / active EE | $12,272 | $4,611+166.2% | $3,885+215.9% | $6,690+83.5% |
| Admin fee / account holder | $17 | $8,206-99.8% | $5,766-99.7% | $13,392-99.9% |