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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 | $127,266-14.0% | $109,894-0.4% | $167,497-34.6% |
| 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 | 478.62%-464.7pp |
| Employer contribution / active EE | $2,822 | $3,323-15.1% | $2,843-0.7% | $4,838-41.7% |
| Participant deferral / active EE | $19,110 | $4,516+323.2% | $4,049+372.0% | $6,341+201.4% |
| Admin fee / account holder | $0 | $7,115-100.0% | $6,066-100.0% | $12,310-100.0% |