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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 | $69,945 | $114,013-38.7% | $103,693-32.5% | $155,188-54.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 15.97% | 49.31%-33.3pp | 47.61%-31.6pp | 148.84%-132.9pp |
| Employer contribution / active EE | $2,639 | $3,131-15.7% | $2,920-9.6% | $4,248-37.9% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |