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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 | $72,824 | $102,938-29.3% | $94,105-22.6% | $138,895-47.6% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 22.72% | 250.28%-227.6pp | 204.55%-181.8pp | 145.39%-122.7pp |
| Employer contribution / active EE | $3,150 | $2,732+15.3% | $2,504+25.8% | $4,194-24.9% |
| Participant deferral / active EE | $3,150 | $4,196-24.9% | $3,881-18.8% | $6,396-50.8% |
| Admin fee / account holder | $0 | $6,600-100.0% | $6,199-100.0% | $12,562-100.0% |