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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 | $82,980 | $111,535-25.6% | $105,223-21.1% | $137,256-39.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.30% | 237.85%-221.6pp | 180.65%-164.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $15,339 | $3,939+289.4% | $3,689+315.8% | $4,156+269.1% |
| Participant deferral / active EE | $14,905 | $5,500+171.0% | $5,072+193.9% | $6,407+132.6% |
| Admin fee / account holder | $66 | $9,721-99.3% | $8,859-99.3% | $12,270-99.5% |