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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 | $75,784 | $101,618-25.4% | $93,063-18.6% | $137,256-44.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 17.63% | 223.95%-206.3pp | 34.15%-16.5pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,306 | $2,707-51.8% | $2,476-47.3% | $4,156-68.6% |
| Participant deferral / active EE | $6,710 | $4,279+56.8% | $3,958+69.5% | $6,407+4.7% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |