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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 | $50,418 | $232,540-78.3% | $185,117-72.8% | $147,585-65.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.08% | 43.03%-31.0pp | 40.50%-28.4pp | 578.58%-566.5pp |
| Employer contribution / active EE | $9,234 | $5,195+77.7% | $4,182+120.8% | $4,876+89.4% |
| Participant deferral / active EE | $16,000 | $5,834+174.3% | $5,045+217.1% | $5,439+194.2% |
| Admin fee / account holder | $256 | $10,275-97.5% | $8,159-96.9% | $10,886-97.6% |