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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 | $100,755 | $101,063-0.3% | $81,473+23.7% | $147,586-31.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 19.79% | 32.41%-12.6pp | 38.78%-19.0pp | 578.59%-558.8pp |
| Employer contribution / active EE | $2,085 | $3,206-35.0% | $2,568-18.8% | $4,876-57.2% |
| Participant deferral / active EE | $11,293 | $4,242+166.2% | $3,537+219.3% | $5,439+107.6% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |