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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 | $124,092 | $176,794-29.8% | $146,647-15.4% | $167,553-25.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.00% | 24.04%-11.0pp | 22.75%-9.8pp | 478.89%-465.9pp |
| Employer contribution / active EE | $7,886 | $5,161+52.8% | $4,137+90.6% | $4,840+62.9% |
| Participant deferral / active EE | $11,612 | $6,440+80.3% | $5,506+110.9% | $6,343+83.1% |
| Admin fee / account holder | $122 | $13,262-99.1% | $10,281-98.8% | $12,316-99.0% |