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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 | $102,185 | $81,664+25.1% | $70,476+45.0% | $158,966-35.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.21% | 208.59%-193.4pp | 109.12%-93.9pp | 302.95%-287.7pp |
| Employer contribution / active EE | $1,771 | $3,219-45.0% | $2,738-35.3% | $4,762-62.8% |
| Participant deferral / active EE | $5,958 | $4,556+30.8% | $3,710+60.6% | $5,983-0.4% |
| Admin fee / account holder | $0 | $6,197-100.0% | $3,847-100.0% | $11,250-100.0% |