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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 | $93,558 | $98,766-5.3% | $149,730-37.5% | $79,852+17.2% |
| Participation rate | 90.3% | 75.8%+14.5pp | 82.5%+7.8pp | 69.6%+20.7pp |
| Annual return | 13.55% | 27.43%-13.9pp | 276.70%-263.2pp | 31.72%-18.2pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $299 | $6,052-95.1% | $9,310-96.8% | $5,306-94.4% |