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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 | $50,133 | $110,410-54.6% | $102,437-51.1% | $145,897-65.6% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.1pp |
| Annual return | 17.43% | 24.85%-7.4pp | 24.95%-7.5pp | 552.29%-534.9pp |
| Employer contribution / active EE | $8,547 | $4,217+102.7% | $3,871+120.8% | $4,663+83.3% |
| Participant deferral / active EE | $8,030 | $5,622+42.8% | $5,060+58.7% | $6,689+20.0% |
| Admin fee / account holder | $220 | $9,745-97.7% | $8,388-97.4% | $13,390-98.4% |