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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 | $55,559 | $106,280-47.7% | $96,538-42.4% | $139,487-60.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.42% | 38.48%-21.1pp | 35.74%-18.3pp | 373.84%-356.4pp |
| Employer contribution / active EE | $20,264 | $4,107+393.4% | $3,740+441.8% | $4,755+326.2% |
| Participant deferral / active EE | $11,868 | $5,457+117.5% | $4,880+143.2% | $6,713+76.8% |
| Admin fee / account holder | $141 | $7,888-98.2% | $6,737-97.9% | $11,407-98.8% |