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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 | $55,485 | $111,535-50.3% | $105,223-47.3% | $137,256-59.6% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 20.68% | 237.85%-217.2pp | 180.65%-160.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $12,573 | $3,939+219.2% | $3,689+240.9% | $4,156+202.5% |
| Participant deferral / active EE | $11,296 | $5,500+105.4% | $5,072+122.7% | $6,407+76.3% |
| Admin fee / account holder | $243 | $9,721-97.5% | $8,859-97.3% | $12,270-98.0% |