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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 | $164,624 | $227,597-27.7% | $189,575-13.2% | $167,536-1.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.24% | 78.44%-64.2pp | 64.19%-50.0pp | 478.82%-464.6pp |
| Employer contribution / active EE | $1,110 | $5,316-79.1% | $4,412-74.8% | $4,839-77.1% |
| Participant deferral / active EE | $22,750 | $7,002+224.9% | $6,174+268.5% | $6,342+258.7% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |