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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 | $60,615 | $157,829-61.6% | $136,867-55.7% | $198,609-69.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 21.93% | 51.25%-29.3pp | 42.97%-21.0pp | 202.70%-180.8pp |
| Employer contribution / active EE | $4,648 | $3,923+18.5% | $3,547+31.1% | $5,055-8.1% |
| Participant deferral / active EE | $15,614 | $5,463+185.8% | $4,924+217.1% | $6,977+123.8% |
| Admin fee / account holder | $297 | $11,107-97.3% | $10,340-97.1% | $19,030-98.4% |