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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 | $79,321 | $115,814-31.5% | $101,275-21.7% | $158,982-50.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.56% | 56.16%-35.6pp | 46.48%-25.9pp | 302.99%-282.4pp |
| Employer contribution / active EE | $14,297 | $4,176+242.4% | $3,660+290.6% | $4,763+200.2% |
| Participant deferral / active EE | $5,292 | $4,958+6.7% | $4,371+21.1% | $5,983-11.6% |
| Admin fee / account holder | $17 | $7,249-99.8% | $5,948-99.7% | $11,252-99.8% |