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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 | $93,659 | $162,821-42.5% | $133,978-30.1% | $158,982-41.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.90% | 41.95%-24.0pp | 45.10%-27.2pp | 302.99%-285.1pp |
| Employer contribution / active EE | $11,486 | $4,976+130.8% | $3,919+193.1% | $4,763+141.2% |
| Participant deferral / active EE | $11,109 | $5,910+88.0% | $5,047+120.1% | $5,983+85.7% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |