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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 | $100,428 | $127,790-21.4% | $106,554-5.7% | $167,553-40.1% |
| Participation rate | 90.0% | 78.3%+11.7pp | 76.1%+13.9pp | 82.1%+7.9pp |
| Annual return | 14.29% | 33.88%-19.6pp | 26.80%-12.5pp | 478.89%-464.6pp |
| Employer contribution / active EE | $2,789 | $3,427-18.6% | $2,819-1.1% | $4,840-42.4% |
| Participant deferral / active EE | $8,012 | $5,088+57.5% | $4,398+82.2% | $6,343+26.3% |
| Admin fee / account holder | $20 | $11,231-99.8% | $7,408-99.7% | $12,316-99.8% |