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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 | $127,331 | $162,821-21.8% | $133,978-5.0% | $158,982-19.9% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | 0.00% | 41.95%-41.9pp | 45.10%-45.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,098 | $5,910+20.1% | $5,047+40.6% | $5,983+18.6% |
| Admin fee / account holder | $294 | $11,742-97.5% | $8,930-96.7% | $11,252-97.4% |