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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 | $25,802 | $124,314-79.2% | $109,163-76.4% | $167,518-84.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 44.18% | 26.04%+18.1pp | 25.75%+18.4pp | 478.71%-434.5pp |
| Employer contribution / active EE | $12,909 | $4,209+206.7% | $3,723+246.8% | $4,838+166.8% |
| Participant deferral / active EE | $7,226 | $5,256+37.5% | $4,654+55.3% | $6,342+13.9% |
| Admin fee / account holder | $159 | $7,973-98.0% | $6,754-97.6% | $12,312-98.7% |