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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 | $86,268 | $201,370-57.2% | $184,256-53.2% | $145,897-40.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.03% | 29.05%-19.0pp | 28.85%-18.8pp | 552.29%-542.3pp |
| Employer contribution / active EE | $2,694 | $7,024-61.6% | $6,427-58.1% | $4,663-42.2% |
| Participant deferral / active EE | $4,316 | $9,808-56.0% | $9,133-52.7% | $6,689-35.5% |
| Admin fee / account holder | $86 | $16,364-99.5% | $13,899-99.4% | $13,390-99.4% |