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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 | $63,365 | $83,337-24.0% | $67,834-6.6% | $273,972-76.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.32% | 259.45%-253.1pp | 138.47%-132.1pp | 41.46%-35.1pp |
| Employer contribution / active EE | $3,915 | $3,287+19.1% | $2,403+62.9% | $4,869-19.6% |
| Participant deferral / active EE | $18,000 | $4,088+340.3% | $3,160+469.7% | $5,287+240.4% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |