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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 | $95,272 | $99,053-3.8% | $88,179+8.0% | $138,895-31.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 15.87% | 78.17%-62.3pp | 64.97%-49.1pp | 145.39%-129.5pp |
| Employer contribution / active EE | $12,199 | $2,882+323.3% | $2,549+378.5% | $4,194+190.9% |
| Participant deferral / active EE | $11,634 | $5,225+122.6% | $4,614+152.2% | $6,396+81.9% |
| Admin fee / account holder | $16 | $8,748-99.8% | $7,673-99.8% | $12,562-99.9% |