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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 | $40,929 | $65,364-37.4% | $92,909-55.9% | $72,975-43.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 16.87% | 42.11%-25.2pp | 109.44%-92.6pp | 81.01%-64.1pp |
| Employer contribution / active EE | $12,245 | $2,594+372.0% | $3,653+235.2% | $2,440+401.8% |
| Participant deferral / active EE | $1,539 | $3,128-50.8% | $4,238-63.7% | $3,608-57.3% |
| Admin fee / account holder | $172 | $4,251-95.9% | $5,795-97.0% | $5,124-96.6% |