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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 | $82,558 | $157,829-47.7% | $136,867-39.7% | $198,609-58.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 21.19% | 51.25%-30.1pp | 42.97%-21.8pp | 202.70%-181.5pp |
| Employer contribution / active EE | $3,977 | $3,923+1.4% | $3,547+12.1% | $5,055-21.3% |
| Participant deferral / active EE | $16,775 | $5,463+207.1% | $4,924+240.7% | $6,977+140.4% |
| Admin fee / account holder | $19 | $11,107-99.8% | $10,340-99.8% | $19,030-99.9% |