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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 | $61,789+142.3% | $97,167+54.1% | $80,874+85.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 18.60% | -557.90%+576.5pp | 75.27%-56.7pp | 35.62%-17.0pp |
| Employer contribution / active EE | $679 | $1,837-63.0% | $2,729-75.1% | $2,756-75.4% |
| Participant deferral / active EE | $7,387 | $3,028+143.9% | $4,264+73.3% | $4,297+71.9% |
| Admin fee / account holder | $0 | $5,168-100.0% | $5,650-100.0% | $6,935-100.0% |