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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 | $85,326 | $141,001-39.5% | $112,228-24.0% | $139,487-38.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.28% | 32.75%-15.5pp | 30.23%-12.9pp | 373.84%-356.6pp |
| Employer contribution / active EE | $11,280 | $4,285+163.3% | $3,432+228.7% | $4,755+137.2% |
| Participant deferral / active EE | $11,775 | $5,877+100.3% | $4,800+145.3% | $6,713+75.4% |
| Admin fee / account holder | $288 | $9,959-97.1% | $7,752-96.3% | $11,407-97.5% |