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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 | $32,436 | $106,280-69.5% | $96,538-66.4% | $139,487-76.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.86% | 38.48%-26.6pp | 35.74%-23.9pp | 373.84%-362.0pp |
| Employer contribution / active EE | $11,883 | $4,107+189.3% | $3,740+217.7% | $4,755+149.9% |
| Participant deferral / active EE | $10,121 | $5,457+85.5% | $4,880+107.4% | $6,713+50.8% |
| Admin fee / account holder | $175 | $7,888-97.8% | $6,737-97.4% | $11,407-98.5% |