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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 | $125,932 | $227,597-44.7% | $189,575-33.6% | $167,536-24.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 17.00% | 78.44%-61.4pp | 64.19%-47.2pp | 478.82%-461.8pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $22,750 | $7,002+224.9% | $6,174+268.5% | $6,342+258.7% |
| Admin fee / account holder | $114 | $11,877-99.0% | $9,806-98.8% | $12,315-99.1% |