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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 | $91,479 | $133,981-31.7% | $112,249-18.5% | $134,532-32.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 14.69% | 47.16%-32.5pp | 27.48%-12.8pp | 418.27%-403.6pp |
| Employer contribution / active EE | $2,193 | $4,040-45.7% | $3,636-39.7% | $4,741-53.7% |
| Participant deferral / active EE | $7,334 | $5,292+38.6% | $4,729+55.1% | $6,401+14.6% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |