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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 | $102,238 | $103,038-0.8% | $90,324+13.2% | $152,909-33.1% |
| Participation rate | 76.9% | 75.9%+1.0pp | 73.3%+3.6pp | 82.5%-5.5pp |
| Annual return | 34.76% | 95.25%-60.5pp | 78.15%-43.4pp | 345.46%-310.7pp |
| Employer contribution / active EE | $231 | $3,141-92.7% | $2,856-91.9% | $4,764-95.2% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6 | $6,177-99.9% | $5,356-99.9% | $11,601-100.0% |