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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 | $93,456 | $99,652-6.2% | $78,778+18.6% | $147,586-36.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 11.54% | 47.28%-35.7pp | 35.62%-24.1pp | 578.59%-567.1pp |
| Employer contribution / active EE | $9,254 | $2,796+231.0% | $1,986+366.0% | $4,876+89.8% |
| Participant deferral / active EE | $12,647 | $3,664+245.2% | $2,958+327.5% | $5,439+132.5% |
| Admin fee / account holder | $73 | $7,155-99.0% | $5,134-98.6% | $10,886-99.3% |