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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 | $70,605 | $116,434-39.4% | $65,583+7.7% | $139,487-49.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 65.0%+35.0pp | 80.3%+19.7pp |
| Annual return | 13.44% | 31.34%-17.9pp | 47.46%-34.0pp | 373.84%-360.4pp |
| Employer contribution / active EE | $2,600 | $2,602-0.1% | $1,692+53.6% | $4,755-45.3% |
| Participant deferral / active EE | $19,500 | $4,245+359.4% | $2,833+588.4% | $6,713+190.5% |
| Admin fee / account holder | $249 | $6,696-96.3% | $4,112-93.9% | $11,407-97.8% |