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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 | $87,515 | $69,248+26.4% | $64,101+36.5% | $139,466-37.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 28.66% | 45.95%-17.3pp | 33.72%-5.1pp | 373.66%-345.0pp |
| Employer contribution / active EE | $26,781 | $3,185+740.9% | $2,749+874.3% | $4,754+463.3% |
| Participant deferral / active EE | $15,222 | $4,682+225.1% | $3,881+292.2% | $6,712+126.8% |
| Admin fee / account holder | $119 | $4,247-97.2% | $3,070-96.1% | $11,409-99.0% |