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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 | $150,379 | $162,785-7.6% | $133,959+12.3% | $158,950-5.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 0.00% | 41.94%-41.9pp | 45.09%-45.1pp | 302.91%-302.9pp |
| Employer contribution / active EE | $3,354 | $4,975-32.6% | $3,919-14.4% | $4,762-29.6% |
| Participant deferral / active EE | $10,583 | $5,910+79.1% | $5,047+109.7% | $5,983+76.9% |
| Admin fee / account holder | $0 | $11,738-100.0% | $8,928-100.0% | $11,248-100.0% |