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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 | $79,106 | $162,821-51.4% | $133,978-41.0% | $158,982-50.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.91% | 41.95%-29.0pp | 45.10%-32.2pp | 302.99%-290.1pp |
| Employer contribution / active EE | $26,188 | $4,976+426.3% | $3,919+568.2% | $4,763+449.8% |
| Participant deferral / active EE | $11,227 | $5,910+90.0% | $5,047+122.4% | $5,983+87.6% |
| Admin fee / account holder | $178 | $11,742-98.5% | $8,930-98.0% | $11,252-98.4% |