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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 | $82,801 | $197,594-58.1% | $177,822-53.4% | $158,931-47.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.68% | 58.76%-44.1pp | 48.32%-33.6pp | 302.86%-288.2pp |
| Employer contribution / active EE | $1,705 | $6,697-74.5% | $5,918-71.2% | $4,761-64.2% |
| Participant deferral / active EE | $5,116 | $8,405-39.1% | $7,714-33.7% | $5,982-14.5% |
| Admin fee / account holder | $0 | $15,400-100.0% | $12,428-100.0% | $11,247-100.0% |