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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 | $136,528 | $162,821-16.1% | $133,978+1.9% | $158,982-14.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 31.66% | 41.95%-10.3pp | 45.10%-13.4pp | 302.99%-271.3pp |
| Employer contribution / active EE | $2,122 | $4,976-57.4% | $3,919-45.9% | $4,763-55.5% |
| Participant deferral / active EE | $9,639 | $5,910+63.1% | $5,047+91.0% | $5,983+61.1% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |