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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 | $106,477 | $176,402-39.6% | $134,162-20.6% | $158,982-33.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 22.83% | 63.66%-40.8pp | 36.35%-13.5pp | 302.99%-280.2pp |
| Employer contribution / active EE | $10,329 | $5,042+104.9% | $3,705+178.8% | $4,763+116.9% |
| Participant deferral / active EE | $9,498 | $4,093+132.1% | $3,500+171.4% | $5,983+58.7% |
| Admin fee / account holder | $28 | $8,719-99.7% | $6,685-99.6% | $11,252-99.8% |