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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 | $70,433 | $78,694-10.5% | $67,652+4.1% | $125,389-43.8% |
| Participation rate | 83.3% | 78.8%+4.5pp | 75.7%+7.7pp | 83.2%+0.1pp |
| Annual return | 2.10% | 9.46%-7.4pp | 6625.40%-6623.3pp | 282.24%-280.1pp |
| Employer contribution / active EE | $2,196 | $3,044-27.8% | $2,266-3.1% | $4,866-54.9% |
| Participant deferral / active EE | $5,525 | $4,292+28.7% | $3,560+55.2% | $5,352+3.2% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |