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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 | $46,304 | $232,540-80.1% | $185,117-75.0% | $147,586-68.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 12.81% | 43.03%-30.2pp | 40.50%-27.7pp | 578.59%-565.8pp |
| Employer contribution / active EE | $15,650 | $5,195+201.2% | $4,182+274.3% | $4,876+220.9% |
| Participant deferral / active EE | $13,563 | $5,834+132.5% | $5,045+168.8% | $5,439+149.4% |
| Admin fee / account holder | $112 | $10,275-98.9% | $8,159-98.6% | $10,886-99.0% |