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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 | $41,692 | $65,696-36.5% | $56,429-26.1% | $147,586-71.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 27.94% | 13.32%+14.6pp | 19.04%+8.9pp | 578.59%-550.7pp |
| Employer contribution / active EE | $5,600 | $4,121+35.9% | $3,405+64.5% | $4,876+14.8% |
| Participant deferral / active EE | $10,000 | $4,876+105.1% | $3,951+153.1% | $5,439+83.9% |
| Admin fee / account holder | $63 | $5,947-98.9% | $4,466-98.6% | $10,886-99.4% |