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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 | $108,911-51.1% | $100,392-47.0% | $145,884-63.5% |
| Participation rate | 83.3% | 83.0%+0.4pp | 81.5%+1.8pp | 80.3%+3.0pp |
| Annual return | 14.84% | 58.23%-43.4pp | 49.45%-34.6pp | 551.85%-537.0pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,927 | $8,459-6.3% | $8,090-2.0% | $6,690+18.5% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |