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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 | $45,230 | $142,426-68.2% | $115,167-60.7% | $152,909-70.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 21.38% | 41.48%-20.1pp | 35.60%-14.2pp | 345.46%-324.1pp |
| Employer contribution / active EE | $13,274 | $4,011+231.0% | $3,179+317.5% | $4,764+178.6% |
| Participant deferral / active EE | $7,551 | $5,165+46.2% | $4,169+81.1% | $5,851+29.1% |
| Admin fee / account holder | $95 | $8,464-98.9% | $7,089-98.7% | $11,601-99.2% |