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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 | $103,550 | $152,619-32.2% | $125,195-17.3% | $152,909-32.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 19.63% | 54.85%-35.2pp | 43.79%-24.2pp | 345.46%-325.8pp |
| Employer contribution / active EE | $13,874 | $4,947+180.4% | $3,866+258.9% | $4,764+191.2% |
| Participant deferral / active EE | $15,066 | $5,869+156.7% | $4,937+205.1% | $5,851+157.5% |
| Admin fee / account holder | $20 | $13,437-99.9% | $9,704-99.8% | $11,601-99.8% |