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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 | $105,564 | $211,224-50.0% | $178,505-40.9% | $145,897-27.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.50% | 30.28%-12.8pp | 27.16%-9.7pp | 552.29%-534.8pp |
| Employer contribution / active EE | $3,049 | $4,577-33.4% | $3,955-22.9% | $4,663-34.6% |
| Participant deferral / active EE | $14,789 | $6,966+112.3% | $6,280+135.5% | $6,689+121.1% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |