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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 | $63,741 | $176,402-63.9% | $134,162-52.5% | $158,982-59.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 14.04% | 63.66%-49.6pp | 36.35%-22.3pp | 302.99%-289.0pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,000 | $4,093+95.5% | $3,500+128.6% | $5,983+33.7% |
| Admin fee / account holder | $192 | $8,719-97.8% | $6,685-97.1% | $11,252-98.3% |