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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 | $142,405-68.2% | $115,157-60.7% | $152,870-70.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 21.38% | 41.48%-20.1pp | 35.60%-14.2pp | 345.34%-324.0pp |
| Employer contribution / active EE | $13,274 | $4,010+231.0% | $3,179+317.6% | $4,763+178.7% |
| Participant deferral / active EE | $7,551 | $5,164+46.2% | $4,168+81.2% | $5,850+29.1% |
| Admin fee / account holder | $95 | $8,462-98.9% | $7,088-98.7% | $11,597-99.2% |