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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 | $76,815 | $111,535-31.1% | $105,223-27.0% | $137,256-44.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 21.27% | 237.85%-216.6pp | 180.65%-159.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $3,843 | $3,939-2.4% | $3,689+4.2% | $4,156-7.5% |
| Participant deferral / active EE | $15,297 | $5,500+178.1% | $5,072+201.6% | $6,407+138.8% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |