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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 | $30,745 | $104,251-70.5% | $91,004-66.2% | $147,586-79.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.79% | 27.06%-11.3pp | 4.60%+11.2pp | 578.59%-562.8pp |
| Employer contribution / active EE | $6,335 | $3,116+103.3% | $2,456+158.0% | $4,876+29.9% |
| Participant deferral / active EE | $5,727 | $4,195+36.5% | $3,548+61.4% | $5,439+5.3% |
| Admin fee / account holder | $218 | $8,948-97.6% | $5,417-96.0% | $10,886-98.0% |