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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 | $70,835 | $93,346-24.1% | $71,796-1.3% | $273,972-74.1% |
| Participation rate | 91.7% | 76.5%+15.1pp | 69.1%+22.6pp | 83.0%+8.7pp |
| Annual return | 6.15% | 130.39%-124.2pp | 78.04%-71.9pp | 41.46%-35.3pp |
| Employer contribution / active EE | $3,143 | $2,733+15.0% | $1,924+63.3% | $4,869-35.4% |
| Participant deferral / active EE | $8,239 | $3,475+137.1% | $2,794+194.8% | $5,287+55.8% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |