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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 | $81,395 | $227,597-64.2% | $189,575-57.1% | $167,536-51.4% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.4%+9.1pp | 82.1%+5.4pp |
| Annual return | 16.39% | 78.44%-62.0pp | 64.19%-47.8pp | 478.82%-462.4pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $13,650 | $7,002+94.9% | $6,174+121.1% | $6,342+115.2% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |