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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 | $65,604 | $156,616-58.1% | $133,346-50.8% | $198,609-67.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 19.91% | 44.25%-24.3pp | 36.85%-16.9pp | 202.70%-182.8pp |
| Employer contribution / active EE | $1,887 | $3,368-44.0% | $2,853-33.9% | $5,055-62.7% |
| Participant deferral / active EE | $6,580 | $4,920+33.7% | $4,332+51.9% | $6,977-5.7% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |