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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 | $76,735 | $103,393-25.8% | $87,103-11.9% | $152,909-49.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 24.67% | 28.10%-3.4pp | 28.19%-3.5pp | 345.46%-320.8pp |
| Employer contribution / active EE | $17,685 | $3,221+449.0% | $2,521+601.4% | $4,764+271.2% |
| Participant deferral / active EE | $17,567 | $4,778+267.6% | $4,049+333.9% | $5,851+200.2% |
| Admin fee / account holder | $20 | $12,195-99.8% | $7,491-99.7% | $11,601-99.8% |