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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 | $64,286 | $77,920-17.5% | $149,723-57.1% | $75,177-14.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.27% | 31.72%-17.5pp | 134.50%-120.2pp | 160.75%-146.5pp |
| Employer contribution / active EE | $3,037 | $3,138-3.2% | $4,821-37.0% | $2,671+13.7% |
| Participant deferral / active EE | $7,214 | $3,411+111.5% | $5,682+26.9% | $4,126+74.8% |
| Admin fee / account holder | $0 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |