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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 | $79,431 | $83,337-4.7% | $67,834+17.1% | $273,972-71.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 14.65% | 259.45%-244.8pp | 138.47%-123.8pp | 41.46%-26.8pp |
| Employer contribution / active EE | $1,149 | $3,287-65.0% | $2,403-52.2% | $4,869-76.4% |
| Participant deferral / active EE | $13,040 | $4,088+219.0% | $3,160+312.7% | $5,287+146.6% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |