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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 | $64,322 | $111,535-42.3% | $105,223-38.9% | $137,256-53.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.47% | 237.85%-220.4pp | 180.65%-163.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $9,244 | $3,939+134.7% | $3,689+150.6% | $4,156+122.4% |
| Participant deferral / active EE | $2,127 | $5,500-61.3% | $5,072-58.1% | $6,407-66.8% |
| Admin fee / account holder | $228 | $9,721-97.7% | $8,859-97.4% | $12,270-98.1% |