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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 | $138,046 | $197,637-30.2% | $177,848-22.4% | $158,982-13.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 27.50% | 58.77%-31.3pp | 48.33%-20.8pp | 302.99%-275.5pp |
| Employer contribution / active EE | $2,240 | $6,698-66.6% | $5,919-62.2% | $4,763-53.0% |
| Participant deferral / active EE | $23,413 | $8,405+178.6% | $7,714+203.5% | $5,983+291.3% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |