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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 | $81,992 | $112,935-27.4% | $90,970-9.9% | $158,966-48.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 15.34% | 215.79%-200.4pp | 134.58%-119.2pp | 302.95%-287.6pp |
| Employer contribution / active EE | $11,404 | $2,895+294.0% | $2,122+437.3% | $4,762+139.4% |
| Participant deferral / active EE | $9,750 | $4,129+136.1% | $3,373+189.0% | $5,983+63.0% |
| Admin fee / account holder | $194 | $8,045-97.6% | $5,960-96.7% | $11,250-98.3% |