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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 | $70,513 | $817,678-91.4% | $392,568-82.0% | $152,897-53.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.5%+17.5pp |
| Annual return | 16.03% | 22.84%-6.8pp | 24.42%-8.4pp | 345.43%-329.4pp |
| Employer contribution / active EE | $18,428 | $5,502+234.9% | $3,783+387.1% | $4,764+286.8% |
| Participant deferral / active EE | $11,155 | $8,398+32.8% | $5,985+86.4% | $5,851+90.7% |
| Admin fee / account holder | $16 | $12,095-99.9% | $6,260-99.7% | $11,599-99.9% |