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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 | $125,012 | $154,209-18.9% | $130,062-3.9% | $139,487-10.4% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 17.53% | 32.52%-15.0pp | -137.37%+154.9pp | 373.84%-356.3pp |
| Employer contribution / active EE | $8,000 | $5,292+51.2% | $4,322+85.1% | $4,755+68.3% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |