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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 | $36,291 | $115,917-68.7% | $100,535-63.9% | $158,982-77.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.73% | 34.80%-22.1pp | 30.90%-18.2pp | 302.99%-290.3pp |
| Employer contribution / active EE | $13,495 | $4,105+228.7% | $3,419+294.8% | $4,763+183.3% |
| Participant deferral / active EE | $6,602 | $6,677-1.1% | $6,271+5.3% | $5,983+10.3% |
| Admin fee / account holder | $297 | $11,002-97.3% | $8,085-96.3% | $11,252-97.4% |