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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 | $173,895 | $93,117+86.7% | $77,096+125.6% | $134,532+29.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 22.57% | 62.67%-40.1pp | 42.35%-19.8pp | 418.27%-395.7pp |
| Employer contribution / active EE | $1,667 | $3,420-51.3% | $2,814-40.8% | $4,741-64.8% |
| Participant deferral / active EE | $0 | $5,241-100.0% | $4,429-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |