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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 | $56,670 | $108,212-47.6% | $77,513-26.9% | $158,966-64.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 18.63% | 31.67%-13.0pp | 54.81%-36.2pp | 302.95%-284.3pp |
| Employer contribution / active EE | $11,834 | $1,325+793.1% | $987+1099.4% | $4,762+148.5% |
| Participant deferral / active EE | $14,300 | $2,455+482.4% | $1,861+668.4% | $5,983+139.0% |
| Admin fee / account holder | $33 | $3,709-99.1% | $2,859-98.9% | $11,250-99.7% |