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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 | $75,272 | $111,814-32.7% | $103,374-27.2% | $145,959-48.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.78% | 24.77%-10.0pp | 24.89%-10.1pp | 561.95%-547.2pp |
| Employer contribution / active EE | $10,095 | $4,214+139.6% | $3,869+160.9% | $4,661+116.6% |
| Participant deferral / active EE | $11,583 | $5,618+106.2% | $5,058+129.0% | $6,689+73.2% |
| Admin fee / account holder | $273 | $9,754-97.2% | $8,394-96.8% | $13,398-98.0% |