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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 | $52,285 | $78,670-33.5% | $109,173-52.1% | $85,847-39.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 15.96% | 25.09%-9.1pp | 25.75%-9.8pp | 318.61%-302.6pp |
| Employer contribution / active EE | $18,285 | $2,734+568.8% | $3,723+391.1% | $2,565+612.8% |
| Participant deferral / active EE | $1,611 | $3,467-53.6% | $4,654-65.4% | $3,952-59.2% |
| Admin fee / account holder | $91 | $5,469-98.3% | $6,755-98.7% | $6,261-98.5% |