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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 | $163,029 | $111,814+45.8% | $103,374+57.7% | $145,959+11.7% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 9.92% | 24.77%-14.9pp | 24.89%-15.0pp | 561.95%-552.0pp |
| Employer contribution / active EE | $7,333 | $4,214+74.0% | $3,869+89.5% | $4,661+57.3% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |