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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 | $60,645 | $96,524-37.2% | $75,900-20.1% | $152,909-60.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 27.91% | 33.93%-6.0pp | 30.73%-2.8pp | 345.46%-317.6pp |
| Employer contribution / active EE | $11,515 | $3,311+247.8% | $2,501+360.4% | $4,764+141.7% |
| Participant deferral / active EE | $16,566 | $4,554+263.7% | $3,604+359.7% | $5,851+183.1% |
| Admin fee / account holder | $299 | $8,082-96.3% | $5,421-94.5% | $11,601-97.4% |