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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 | $68,991 | $176,786-61.0% | $146,643-53.0% | $167,536-58.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.43% | 24.04%-14.6pp | 22.75%-13.3pp | 478.82%-469.4pp |
| Employer contribution / active EE | $13,479 | $5,161+161.2% | $4,137+225.8% | $4,839+178.5% |
| Participant deferral / active EE | $6,500 | $6,440+0.9% | $5,506+18.1% | $6,342+2.5% |
| Admin fee / account holder | $288 | $13,262-97.8% | $10,280-97.2% | $12,315-97.7% |