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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 | $59,400 | $117,846-49.6% | $102,434-42.0% | $145,884-59.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.21% | 31.90%-11.7pp | 29.46%-9.3pp | 551.85%-531.6pp |
| Employer contribution / active EE | $8,352 | $3,615+131.1% | $3,023+176.3% | $4,662+79.1% |
| Participant deferral / active EE | $16,630 | $5,733+190.1% | $5,055+229.0% | $6,690+148.6% |
| Admin fee / account holder | $213 | $13,356-98.4% | $9,462-97.7% | $13,392-98.4% |