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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 | $63,286 | $110,278-42.6% | $95,740-33.9% | $139,466-54.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 34.41% | 27.19%+7.2pp | 28.41%+6.0pp | 373.66%-339.3pp |
| Employer contribution / active EE | $16,800 | $3,260+415.3% | $2,836+492.3% | $4,754+253.4% |
| Participant deferral / active EE | $16,800 | $4,674+259.4% | $4,244+295.9% | $6,712+150.3% |
| Admin fee / account holder | $182 | $6,613-97.2% | $5,676-96.8% | $11,409-98.4% |