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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 | $48,479 | $97,125-50.1% | $86,233-43.8% | $137,256-64.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 26.68% | 74.19%-47.5pp | 61.39%-34.7pp | 220.34%-193.7pp |
| Employer contribution / active EE | $10,001 | $2,841+252.0% | $2,504+299.3% | $4,156+140.6% |
| Participant deferral / active EE | $5,320 | $5,180+2.7% | $4,559+16.7% | $6,407-17.0% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |