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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 | $94,978 | $124,330-23.6% | $109,173-13.0% | $167,536-43.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 12.80% | 26.04%-13.2pp | 25.75%-13.0pp | 478.82%-466.0pp |
| Employer contribution / active EE | $12,814 | $4,209+204.4% | $3,723+244.2% | $4,839+164.8% |
| Participant deferral / active EE | $15,842 | $5,256+201.4% | $4,654+240.4% | $6,342+149.8% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |