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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 | $52,420 | $110,337-52.5% | $102,383-48.8% | $145,877-64.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 33.67% | 24.83%+8.8pp | 24.94%+8.7pp | 551.28%-517.6pp |
| Employer contribution / active EE | $14,186 | $4,216+236.5% | $3,870+266.5% | $4,663+204.2% |
| Participant deferral / active EE | $5,557 | $5,621-1.1% | $5,060+9.8% | $6,691-16.9% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |