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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 | $64,999 | $141,004-53.9% | $112,273-42.1% | $139,466-53.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.42% | 32.75%-23.3pp | 30.23%-20.8pp | 373.66%-364.2pp |
| Employer contribution / active EE | $14,363 | $4,285+235.2% | $3,431+318.6% | $4,754+202.1% |
| Participant deferral / active EE | $3,927 | $5,878-33.2% | $4,800-18.2% | $6,712-41.5% |
| Admin fee / account holder | $18 | $9,959-99.8% | $7,752-99.8% | $11,409-99.8% |