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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 | $127,278 | $83,337+52.7% | $67,834+87.6% | $273,972-53.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 5.09% | 259.45%-254.4pp | 138.47%-133.4pp | 41.46%-36.4pp |
| Employer contribution / active EE | $1,642 | $3,287-50.1% | $2,403-31.7% | $4,869-66.3% |
| Participant deferral / active EE | $2,688 | $4,088-34.3% | $3,160-14.9% | $5,287-49.2% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |