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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 | $113,731 | $124,980-9.0% | $108,359+5.0% | $154,746-26.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 12.48% | 45.00%-32.5pp | 36.89%-24.4pp | 172.34%-159.9pp |
| Employer contribution / active EE | $6,250 | $2,851+119.3% | $2,399+160.5% | $4,379+42.7% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $29 | $11,502-99.7% | $9,741-99.7% | $14,365-99.8% |