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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 | $47,947 | $157,304-69.5% | $141,197-66.0% | $152,909-68.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.23% | 64.34%-48.1pp | 71.41%-55.2pp | 345.46%-329.2pp |
| Employer contribution / active EE | $3,082 | $5,263-41.4% | $4,736-34.9% | $4,764-35.3% |
| Participant deferral / active EE | $6,445 | $7,111-9.4% | $6,710-4.0% | $5,851+10.1% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |