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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 | $82,284 | $110,337-25.4% | $102,383-19.6% | $145,877-43.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.73% | 24.83%-11.1pp | 24.94%-11.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $11,102 | $4,216+163.3% | $3,870+186.9% | $4,663+138.1% |
| Participant deferral / active EE | $6,393 | $5,621+13.7% | $5,060+26.3% | $6,691-4.5% |
| Admin fee / account holder | $5 | $9,750-100.0% | $8,391-99.9% | $13,402-100.0% |