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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 | $175,309 | $232,540-24.6% | $185,117-5.3% | $147,586+18.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 16.40% | 43.03%-26.6pp | 40.50%-24.1pp | 578.59%-562.2pp |
| Employer contribution / active EE | $1,293 | $5,195-75.1% | $4,182-69.1% | $4,876-73.5% |
| Participant deferral / active EE | $3,495 | $5,834-40.1% | $5,045-30.7% | $5,439-35.7% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |