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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 | $109,607 | $96,524+13.6% | $75,900+44.4% | $152,909-28.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 0.00% | 33.93%-33.9pp | 30.73%-30.7pp | 345.46%-345.5pp |
| Employer contribution / active EE | $1,752 | $3,311-47.1% | $2,501-30.0% | $4,764-63.2% |
| Participant deferral / active EE | $4,380 | $4,554-3.8% | $3,604+21.5% | $5,851-25.1% |
| Admin fee / account holder | $254 | $8,082-96.9% | $5,421-95.3% | $11,601-97.8% |