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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 | $105,660 | $183,592-42.4% | $155,574-32.1% | $145,877-27.6% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 14.32% | 61.37%-47.1pp | 64.87%-50.5pp | 551.28%-537.0pp |
| Employer contribution / active EE | $2,434 | $5,317-54.2% | $4,676-48.0% | $4,663-47.8% |
| Participant deferral / active EE | $3,225 | $6,466-50.1% | $5,629-42.7% | $6,691-51.8% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |