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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 | $92,833 | $157,276-41.0% | $141,177-34.2% | $152,885-39.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.29% | 64.33%-43.0pp | 71.40%-50.1pp | 345.39%-324.1pp |
| Employer contribution / active EE | $1,590 | $5,262-69.8% | $4,736-66.4% | $4,763-66.6% |
| Participant deferral / active EE | $3,285 | $7,110-53.8% | $6,710-51.0% | $5,851-43.9% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |