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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 | $170,538 | $124,346+37.1% | $111,306+53.2% | $167,553+1.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.01% | 37.46%-23.4pp | 54.67%-40.7pp | 478.89%-464.9pp |
| Employer contribution / active EE | $1,549 | $3,438-54.9% | $2,732-43.3% | $4,840-68.0% |
| Participant deferral / active EE | $3,364 | $5,182-35.1% | $4,488-25.0% | $6,343-47.0% |
| Admin fee / account holder | $106 | $10,623-99.0% | $7,966-98.7% | $12,316-99.1% |