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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 | $100,693 | $118,488-15.0% | $98,462+2.3% | $139,487-27.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 14.36% | 18.96%-4.6pp | 21.17%-6.8pp | 373.84%-359.5pp |
| Employer contribution / active EE | $2,182 | $3,611-39.6% | $3,049-28.4% | $4,755-54.1% |
| Participant deferral / active EE | $7,919 | $5,393+46.8% | $4,738+67.1% | $6,713+18.0% |
| Admin fee / account holder | $0 | $13,868-100.0% | $8,875-100.0% | $11,407-100.0% |