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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 | $121,899 | $157,296-22.5% | $141,191-13.7% | $152,897-20.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.07% | 64.34%-35.3pp | 71.41%-42.3pp | 345.43%-316.4pp |
| Employer contribution / active EE | $1,242 | $5,262-76.4% | $4,736-73.8% | $4,764-73.9% |
| Participant deferral / active EE | $5,812 | $7,111-18.3% | $6,710-13.4% | $5,851-0.7% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |