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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 | $113,363 | $211,224-46.3% | $178,505-36.5% | $145,897-22.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.02% | 30.28%-18.3pp | 27.16%-15.1pp | 552.29%-540.3pp |
| Employer contribution / active EE | $18,057 | $4,577+294.6% | $3,955+356.6% | $4,663+287.3% |
| Participant deferral / active EE | $12,257 | $6,966+76.0% | $6,280+95.2% | $6,689+83.2% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |