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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 | $104,134 | $157,304-33.8% | $141,197-26.2% | $152,909-31.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.42% | 64.34%-37.9pp | 71.41%-45.0pp | 345.46%-319.0pp |
| Employer contribution / active EE | $1,408 | $5,263-73.3% | $4,736-70.3% | $4,764-70.5% |
| Participant deferral / active EE | $8,783 | $7,111+23.5% | $6,710+30.9% | $5,851+50.1% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |