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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 | $80,192 | $228,395-64.9% | $185,861-56.9% | $158,982-49.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.81% | 40.82%-24.0pp | 35.96%-19.2pp | 302.99%-286.2pp |
| Employer contribution / active EE | $22,984 | $4,968+362.7% | $4,088+462.2% | $4,763+382.6% |
| Participant deferral / active EE | $3,123 | $6,417-51.3% | $5,634-44.6% | $5,983-47.8% |
| Admin fee / account holder | $8 | $11,869-99.9% | $9,503-99.9% | $11,252-99.9% |