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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 | $106,062 | $142,430-25.5% | $115,170-7.9% | $152,897-30.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 21.41% | 41.48%-20.1pp | 35.60%-14.2pp | 345.43%-324.0pp |
| Employer contribution / active EE | $6,396 | $4,011+59.5% | $3,179+101.2% | $4,764+34.3% |
| Participant deferral / active EE | $4,671 | $5,165-9.6% | $4,169+12.0% | $5,851-20.2% |
| Admin fee / account holder | $1 | $8,464-100.0% | $7,089-100.0% | $11,599-100.0% |