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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 | $85,955 | $99,053-13.2% | $88,179-2.5% | $138,895-38.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 19.08% | 78.17%-59.1pp | 64.97%-45.9pp | 145.39%-126.3pp |
| Employer contribution / active EE | $2,100 | $2,882-27.1% | $2,549-17.6% | $4,194-49.9% |
| Participant deferral / active EE | $18,500 | $5,225+254.0% | $4,614+301.0% | $6,396+189.2% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |