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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 | $89,973 | $123,000-26.9% | $105,582-14.8% | $198,609-54.7% |
| Participation rate | 93.3% | 76.8%+16.6pp | 71.8%+21.6pp | 82.4%+11.0pp |
| Annual return | 6.86% | 18.31%-11.5pp | 18.61%-11.8pp | 202.70%-195.8pp |
| Employer contribution / active EE | $13,184 | $3,582+268.1% | $2,984+341.8% | $5,055+160.8% |
| Participant deferral / active EE | $6,198 | $5,013+23.6% | $4,353+42.4% | $6,977-11.2% |
| Admin fee / account holder | $225 | $16,254-98.6% | $12,856-98.3% | $19,030-98.8% |