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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 | $88,005 | $127,790-31.1% | $106,555-17.4% | $167,536-47.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 14.36% | 33.88%-19.5pp | 26.80%-12.4pp | 478.82%-464.5pp |
| Employer contribution / active EE | $4,000 | $3,428+16.7% | $2,819+41.9% | $4,839-17.3% |
| Participant deferral / active EE | $5,826 | $5,088+14.5% | $4,399+32.4% | $6,342-8.1% |
| Admin fee / account holder | $21 | $11,229-99.8% | $7,408-99.7% | $12,315-99.8% |