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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 | $115,774 | $95,975+20.6% | $74,549+55.3% | $135,379-14.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 6.78% | 56.96%-50.2pp | 32.53%-25.8pp | 519.79%-513.0pp |
| Employer contribution / active EE | $1,886 | $2,716-30.6% | $1,961-3.8% | $4,779-60.5% |
| Participant deferral / active EE | $1,793 | $3,844-53.3% | $3,108-42.3% | $5,609-68.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |