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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 | $45,934 | $103,387-55.6% | $87,102-47.3% | $152,885-70.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 15.77% | 28.10%-12.3pp | 28.19%-12.4pp | 345.39%-329.6pp |
| Employer contribution / active EE | $5,310 | $3,221+64.9% | $2,521+110.6% | $4,763+11.5% |
| Participant deferral / active EE | $16,900 | $4,778+253.7% | $4,048+317.5% | $5,851+188.8% |
| Admin fee / account holder | $0 | $12,193-100.0% | $7,491-100.0% | $11,598-100.0% |