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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 | $75,566 | $106,280-28.9% | $96,538-21.7% | $139,487-45.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.26% | 38.48%-21.2pp | 35.74%-18.5pp | 373.84%-356.6pp |
| Employer contribution / active EE | $11,787 | $4,107+187.0% | $3,740+215.2% | $4,755+147.9% |
| Participant deferral / active EE | $9,466 | $5,457+73.5% | $4,880+94.0% | $6,713+41.0% |
| Admin fee / account holder | $89 | $7,888-98.9% | $6,737-98.7% | $11,407-99.2% |