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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 | $99,536 | $108,922-8.6% | $100,398-0.9% | $145,978-31.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.55% | 58.04%-42.5pp | 49.32%-33.8pp | 550.52%-535.0pp |
| Employer contribution / active EE | $3,662 | $4,426-17.3% | $3,946-7.2% | $4,662-21.4% |
| Participant deferral / active EE | $4,744 | $8,450-43.9% | $8,084-41.3% | $6,690-29.1% |
| Admin fee / account holder | $0 | $9,680-100.0% | $7,893-100.0% | $13,400-100.0% |