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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 | $109,473 | $127,298-14.0% | $109,916-0.4% | $167,553-34.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 13.93% | 22.97%-9.0pp | 29.46%-15.5pp | 478.89%-465.0pp |
| Employer contribution / active EE | $2,822 | $3,325-15.1% | $2,844-0.8% | $4,840-41.7% |
| Participant deferral / active EE | $19,110 | $4,513+323.5% | $4,047+372.2% | $6,343+201.3% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,316-100.0% |