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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 | $114,758 | $157,276-27.0% | $141,177-18.7% | $152,885-24.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.86% | 64.33%-41.5pp | 71.40%-48.5pp | 345.39%-322.5pp |
| Employer contribution / active EE | $2,192 | $5,262-58.3% | $4,736-53.7% | $4,763-54.0% |
| Participant deferral / active EE | $7,641 | $7,110+7.5% | $6,710+13.9% | $5,851+30.6% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |