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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 | $107,272 | $110,248-2.7% | $95,728+12.1% | $139,456-23.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.02% | 27.16%-6.1pp | 28.40%-7.4pp | 373.45%-352.4pp |
| Employer contribution / active EE | $0 | $3,258-100.0% | $2,835-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $26,000 | $4,675+456.1% | $4,245+512.5% | $6,711+287.4% |
| Admin fee / account holder | $0 | $6,607-100.0% | $5,673-100.0% | $11,407-100.0% |