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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 | $94,911 | $154,193-38.4% | $130,045-27.0% | $139,466-31.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.75% | 32.51%-15.8pp | -137.30%+154.1pp | 373.66%-356.9pp |
| Employer contribution / active EE | $3,407 | $5,292-35.6% | $4,321-21.2% | $4,754-28.3% |
| Participant deferral / active EE | $10,752 | $6,709+60.3% | $5,820+84.7% | $6,712+60.2% |
| Admin fee / account holder | $11 | $13,989-99.9% | $10,600-99.9% | $11,409-99.9% |