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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 | $110,410-31.8% | $102,437-26.5% | $145,897-48.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.78% | 24.85%-10.1pp | 24.95%-10.2pp | 552.29%-537.5pp |
| Employer contribution / active EE | $10,095 | $4,217+139.4% | $3,871+160.8% | $4,663+116.5% |
| Participant deferral / active EE | $11,583 | $5,622+106.0% | $5,060+128.9% | $6,689+73.2% |
| Admin fee / account holder | $273 | $9,745-97.2% | $8,388-96.7% | $13,390-98.0% |