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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 | $68,070 | $114,237-40.4% | $119,258-42.9% | $167,536-59.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 18.78% | 29.87%-11.1pp | 30.69%-11.9pp | 478.82%-460.0pp |
| Employer contribution / active EE | $13,846 | $4,481+209.0% | $4,384+215.8% | $4,839+186.1% |
| Participant deferral / active EE | $13,636 | $6,084+124.1% | $6,111+123.1% | $6,342+115.0% |
| Admin fee / account holder | $139 | $8,932-98.4% | $7,226-98.1% | $12,315-98.9% |