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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 | $210,484 | $106,588+97.5% | $94,215+123.4% | $155,188+35.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 11.19% | 29.39%-18.2pp | 28.22%-17.0pp | 148.84%-137.7pp |
| Employer contribution / active EE | $1,066 | $3,080-65.4% | $2,675-60.1% | $4,248-74.9% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,276-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,281-100.0% | $10,216-100.0% | $14,480-100.0% |