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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 | $80,908 | $124,346-34.9% | $111,308-27.3% | $167,536-51.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 22.63% | 37.45%-14.8pp | 54.67%-32.0pp | 478.82%-456.2pp |
| Employer contribution / active EE | $10,353 | $3,437+201.2% | $2,732+279.0% | $4,839+113.9% |
| Participant deferral / active EE | $5,975 | $5,182+15.3% | $4,487+33.2% | $6,342-5.8% |
| Admin fee / account holder | $89 | $10,621-99.2% | $7,965-98.9% | $12,315-99.3% |