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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 | $98,960 | $117,829-16.0% | $102,423-3.4% | $145,877-32.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.82% | 31.83%-20.0pp | 29.42%-17.6pp | 551.28%-539.5pp |
| Employer contribution / active EE | $9,779 | $3,615+170.5% | $3,023+223.5% | $4,663+109.7% |
| Participant deferral / active EE | $6,973 | $5,732+21.6% | $5,054+38.0% | $6,691+4.2% |
| Admin fee / account holder | $87 | $13,335-99.3% | $9,455-99.1% | $13,402-99.3% |