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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 | $162,785-51.4% | $133,959-40.9% | $158,950-50.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.91% | 41.94%-29.0pp | 45.09%-32.2pp | 302.91%-290.0pp |
| Employer contribution / active EE | $26,188 | $4,975+426.4% | $3,919+568.3% | $4,762+450.0% |
| Participant deferral / active EE | $11,227 | $5,910+90.0% | $5,047+122.4% | $5,983+87.7% |
| Admin fee / account holder | $178 | $11,738-98.5% | $8,928-98.0% | $11,248-98.4% |