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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 | $82,342 | $111,814-26.4% | $103,374-20.3% | $145,959-43.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.40% | 24.77%-8.4pp | 24.89%-8.5pp | 561.95%-545.6pp |
| Employer contribution / active EE | $17,833 | $4,214+323.2% | $3,869+360.9% | $4,661+282.6% |
| Participant deferral / active EE | $6,827 | $5,618+21.5% | $5,058+35.0% | $6,689+2.1% |
| Admin fee / account holder | $282 | $9,754-97.1% | $8,394-96.6% | $13,398-97.9% |