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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 | $58,288 | $110,337-47.2% | $102,383-43.1% | $145,877-60.0% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.5%+19.6pp | 80.3%+13.8pp |
| Annual return | 18.13% | 24.83%-6.7pp | 24.94%-6.8pp | 551.28%-533.2pp |
| Employer contribution / active EE | $15,091 | $4,216+257.9% | $3,870+289.9% | $4,663+223.6% |
| Participant deferral / active EE | $12,898 | $5,621+129.5% | $5,060+154.9% | $6,691+92.8% |
| Admin fee / account holder | $238 | $9,750-97.6% | $8,391-97.2% | $13,402-98.2% |