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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 | $53,239 | $108,942-51.1% | $100,415-47.0% | $145,897-63.5% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 14.84% | 58.27%-43.4pp | 49.47%-34.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,927 | $8,461-6.3% | $8,091-2.0% | $6,689+18.5% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |