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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 | $77,151 | $176,402-56.3% | $134,162-42.5% | $158,982-51.5% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.1pp | 82.0%+1.4pp |
| Annual return | 19.27% | 63.66%-44.4pp | 36.35%-17.1pp | 302.99%-283.7pp |
| Employer contribution / active EE | $3,178 | $5,042-37.0% | $3,705-14.2% | $4,763-33.3% |
| Participant deferral / active EE | $6,389 | $4,093+56.1% | $3,500+82.6% | $5,983+6.8% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |