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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 | $76,192 | $106,923-28.7% | $84,023-9.3% | $152,909-50.2% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 21.64% | 105.02%-83.4pp | 71.32%-49.7pp | 345.46%-323.8pp |
| Employer contribution / active EE | $11,765 | $2,735+330.1% | $1,984+493.0% | $4,764+147.0% |
| Participant deferral / active EE | $6,864 | $4,013+71.1% | $3,239+111.9% | $5,851+17.3% |
| Admin fee / account holder | $193 | $8,289-97.7% | $6,102-96.8% | $11,601-98.3% |