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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 | $49,123 | $105,856-53.6% | $90,161-45.5% | $147,586-66.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 17.41% | 37.63%-20.2pp | 34.89%-17.5pp | 578.59%-561.2pp |
| Employer contribution / active EE | $13,538 | $4,126+228.1% | $3,318+308.0% | $4,876+177.6% |
| Participant deferral / active EE | $6,532 | $5,733+13.9% | $5,287+23.5% | $5,439+20.1% |
| Admin fee / account holder | $279 | $8,046-96.5% | $5,943-95.3% | $10,886-97.4% |