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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 | $67,748 | $127,790-47.0% | $106,555-36.4% | $167,536-59.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 15.14% | 33.88%-18.7pp | 26.80%-11.7pp | 478.82%-463.7pp |
| Employer contribution / active EE | $17,420 | $3,428+408.2% | $2,819+517.9% | $4,839+260.0% |
| Participant deferral / active EE | $17,420 | $5,088+242.4% | $4,399+296.0% | $6,342+174.7% |
| Admin fee / account holder | $205 | $11,229-98.2% | $7,408-97.2% | $12,315-98.3% |