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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 | $55,694 | $103,392-46.1% | $87,104-36.1% | $152,897-63.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 20.67% | 28.10%-7.4pp | 28.19%-7.5pp | 345.43%-324.8pp |
| Employer contribution / active EE | $10,492 | $3,221+225.7% | $2,521+316.1% | $4,764+120.2% |
| Participant deferral / active EE | $8,978 | $4,778+87.9% | $4,048+121.8% | $5,851+53.4% |
| Admin fee / account holder | $76 | $12,194-99.4% | $7,491-99.0% | $11,599-99.3% |