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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 | $81,378 | $124,314-34.5% | $109,163-25.5% | $167,518-51.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.65% | 26.04%-11.4pp | 25.75%-11.1pp | 478.71%-464.1pp |
| Employer contribution / active EE | $5,835 | $4,209+38.6% | $3,723+56.7% | $4,838+20.6% |
| Participant deferral / active EE | $13,425 | $5,256+155.4% | $4,654+188.5% | $6,342+111.7% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |