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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 | $70,144 | $162,785-56.9% | $133,959-47.6% | $158,950-55.9% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 14.20% | 41.94%-27.7pp | 45.09%-30.9pp | 302.91%-288.7pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,068 | $5,910-48.1% | $5,047-39.2% | $5,983-48.7% |
| Admin fee / account holder | $0 | $11,738-100.0% | $8,928-100.0% | $11,248-100.0% |