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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 | $168,659 | $115,917+45.5% | $100,535+67.8% | $158,982+6.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 29.27% | 34.80%-5.5pp | 30.90%-1.6pp | 302.99%-273.7pp |
| Employer contribution / active EE | $1,704 | $4,105-58.5% | $3,419-50.2% | $4,763-64.2% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |