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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 | $68,400 | $111,814-38.8% | $93,654-27.0% | $145,959-53.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.55% | 203.30%-194.7pp | 133.34%-124.8pp | 561.95%-553.4pp |
| Employer contribution / active EE | $14,367 | $3,092+364.7% | $2,421+493.5% | $4,661+208.3% |
| Participant deferral / active EE | $9,893 | $4,914+101.3% | $4,413+124.2% | $6,689+47.9% |
| Admin fee / account holder | $299 | $10,246-97.1% | $8,282-96.4% | $13,398-97.8% |