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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 | $112,683 | $103,000+9.4% | $90,300+24.8% | $152,885-26.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.18% | 95.19%-72.0pp | 78.11%-54.9pp | 345.39%-322.2pp |
| Employer contribution / active EE | $16,802 | $3,138+435.4% | $2,854+488.7% | $4,763+252.8% |
| Participant deferral / active EE | $8,917 | $4,281+108.3% | $3,884+129.5% | $5,851+52.4% |
| Admin fee / account holder | $60 | $6,173-99.0% | $5,353-98.9% | $11,598-99.5% |