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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 | $134,787 | $183,592-26.6% | $155,574-13.4% | $145,877-7.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.29% | 61.37%-43.1pp | 64.87%-46.6pp | 551.28%-533.0pp |
| Employer contribution / active EE | $2,664 | $5,317-49.9% | $4,676-43.0% | $4,663-42.9% |
| Participant deferral / active EE | $14,365 | $6,466+122.2% | $5,629+155.2% | $6,691+114.7% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |