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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 | $85,845 | $105,856-18.9% | $90,161-4.8% | $147,586-41.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.42% | 37.63%-19.2pp | 34.89%-16.5pp | 578.59%-560.2pp |
| Employer contribution / active EE | $5,162 | $4,126+25.1% | $3,318+55.6% | $4,876+5.9% |
| Participant deferral / active EE | $12,453 | $5,733+117.2% | $5,287+135.5% | $5,439+129.0% |
| Admin fee / account holder | $238 | $8,046-97.0% | $5,943-96.0% | $10,886-97.8% |