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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 | $54,868 | $183,592-70.1% | $155,574-64.7% | $145,877-62.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.76% | 61.37%-46.6pp | 64.87%-50.1pp | 551.28%-536.5pp |
| Employer contribution / active EE | $1,712 | $5,317-67.8% | $4,676-63.4% | $4,663-63.3% |
| Participant deferral / active EE | $5,603 | $6,466-13.4% | $5,629-0.5% | $6,691-16.3% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |