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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 | $104,360 | $166,089-37.2% | $164,928-36.7% | $145,978-28.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.08% | 100.26%-90.2pp | 70.08%-60.0pp | 550.52%-540.4pp |
| Employer contribution / active EE | $15,402 | $5,276+191.9% | $4,343+254.6% | $4,662+230.4% |
| Participant deferral / active EE | $11,308 | $6,961+62.4% | $6,034+87.4% | $6,690+69.0% |
| Admin fee / account holder | $87 | $16,641-99.5% | $12,684-99.3% | $13,400-99.3% |