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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 | $50,187 | $106,280-52.8% | $96,538-48.0% | $139,487-64.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 27.63% | 38.48%-10.9pp | 35.74%-8.1pp | 373.84%-346.2pp |
| Employer contribution / active EE | $17,423 | $4,107+324.2% | $3,740+365.8% | $4,755+266.4% |
| Participant deferral / active EE | $15,006 | $5,457+175.0% | $4,880+207.5% | $6,713+123.6% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |