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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 | $124,840 | $227,399-45.1% | $189,758-34.2% | $198,609-37.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.67% | 61.03%-42.4pp | 52.62%-33.9pp | 202.70%-184.0pp |
| Employer contribution / active EE | $1,648 | $5,526-70.2% | $4,767-65.4% | $5,055-67.4% |
| Participant deferral / active EE | $5,795 | $6,837-15.2% | $5,856-1.0% | $6,977-16.9% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |