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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 | $171,860 | $129,959+32.2% | $104,301+64.8% | $134,532+27.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | 5.99% | 42.04%-36.1pp | 24.61%-18.6pp | 418.27%-412.3pp |
| Employer contribution / active EE | $3,046 | $4,185-27.2% | $3,373-9.7% | $4,741-35.8% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,429-100.0% |