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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 | $81,630 | $152,587-46.5% | $125,175-34.8% | $152,870-46.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.00% | 54.84%-36.8pp | 43.79%-25.8pp | 345.34%-327.3pp |
| Employer contribution / active EE | $2,695 | $4,946-45.5% | $3,865-30.3% | $4,763-43.4% |
| Participant deferral / active EE | $10,960 | $5,868+86.8% | $4,937+122.0% | $5,850+87.3% |
| Admin fee / account holder | $20 | $13,434-99.9% | $9,702-99.8% | $11,597-99.8% |