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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 | $62,391 | $111,535-44.1% | $105,223-40.7% | $137,256-54.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.93% | 237.85%-217.9pp | 180.65%-160.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $4,196 | $3,939+6.5% | $3,689+13.7% | $4,156+0.9% |
| Participant deferral / active EE | $12,139 | $5,500+120.7% | $5,072+139.3% | $6,407+89.5% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |