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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 | $79,422 | $227,566-65.1% | $189,558-58.1% | $167,518-52.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 8.90% | 78.43%-69.5pp | 64.19%-55.3pp | 478.71%-469.8pp |
| Employer contribution / active EE | $3,257 | $5,316-38.7% | $4,412-26.2% | $4,838-32.7% |
| Participant deferral / active EE | $3,294 | $7,002-53.0% | $6,174-46.6% | $6,342-48.1% |
| Admin fee / account holder | $16 | $11,881-99.9% | $9,809-99.8% | $12,312-99.9% |