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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 | $139,391 | $157,296-11.4% | $141,191-1.3% | $152,897-8.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.28% | 64.34%-42.1pp | 71.41%-49.1pp | 345.43%-323.1pp |
| Employer contribution / active EE | $2,057 | $5,262-60.9% | $4,736-56.6% | $4,764-56.8% |
| Participant deferral / active EE | $6,485 | $7,111-8.8% | $6,710-3.4% | $5,851+10.8% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |