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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 | $125,723 | $118,877+5.8% | $96,570+30.2% | $167,536-25.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 20.09% | 50.50%-30.4pp | 37.79%-17.7pp | 478.82%-458.7pp |
| Employer contribution / active EE | $1,646 | $3,121-47.3% | $2,357-30.2% | $4,839-66.0% |
| Participant deferral / active EE | $8,296 | $4,617+79.7% | $3,849+115.5% | $6,342+30.8% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |