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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 | $149,734 | $61,816+142.2% | $97,260+54.0% | $80,935+85.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 18.60% | -558.73%+577.3pp | 75.54%-56.9pp | 35.66%-17.1pp |
| Employer contribution / active EE | $679 | $1,836-63.0% | $2,721-75.0% | $2,757-75.4% |
| Participant deferral / active EE | $7,387 | $3,027+144.1% | $4,262+73.3% | $4,299+71.8% |
| Admin fee / account holder | $0 | $5,166-100.0% | $5,640-100.0% | $6,924-100.0% |