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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 | $78,824 | $157,304-49.9% | $141,197-44.2% | $152,909-48.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.58% | 64.34%-36.8pp | 71.41%-43.8pp | 345.46%-317.9pp |
| Employer contribution / active EE | $3,146 | $5,263-40.2% | $4,736-33.6% | $4,764-34.0% |
| Participant deferral / active EE | $17,142 | $7,111+141.1% | $6,710+155.5% | $5,851+193.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |