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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 | $68,808 | $118,877-42.1% | $96,570-28.7% | $167,536-58.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 29.16% | 50.50%-21.3pp | 37.79%-8.6pp | 478.82%-449.7pp |
| Employer contribution / active EE | $20,778 | $3,121+565.8% | $2,357+781.5% | $4,839+329.4% |
| Participant deferral / active EE | $15,397 | $4,617+233.5% | $3,849+300.0% | $6,342+142.8% |
| Admin fee / account holder | $130 | $8,069-98.4% | $6,182-97.9% | $12,315-98.9% |