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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 | $41,957 | $111,535-62.4% | $105,223-60.1% | $137,256-69.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.04% | 237.85%-219.8pp | 180.65%-162.6pp | 220.34%-202.3pp |
| Employer contribution / active EE | $11,403 | $3,939+189.5% | $3,689+209.1% | $4,156+174.4% |
| Participant deferral / active EE | $32,096 | $5,500+483.6% | $5,072+532.8% | $6,407+401.0% |
| Admin fee / account holder | $250 | $9,721-97.4% | $8,859-97.2% | $12,270-98.0% |