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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 | $66,325 | $106,267-37.6% | $96,520-31.3% | $139,456-52.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.93% | 38.45%-22.5pp | 35.72%-19.8pp | 373.45%-357.5pp |
| Employer contribution / active EE | $8,952 | $4,105+118.1% | $3,739+139.4% | $4,753+88.4% |
| Participant deferral / active EE | $10,531 | $5,454+93.1% | $4,879+115.9% | $6,711+56.9% |
| Admin fee / account holder | $15 | $7,882-99.8% | $6,733-99.8% | $11,407-99.9% |