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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 | $108,265 | $225,673-52.0% | $203,872-46.9% | $155,188-30.2% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 17.67% | 95.91%-78.2pp | 85.11%-67.4pp | 148.84%-131.2pp |
| Employer contribution / active EE | $2,766 | $4,099-32.5% | $3,757-26.4% | $4,248-34.9% |
| Participant deferral / active EE | $8,667 | $6,893+25.7% | $6,388+35.7% | $6,531+32.7% |
| Admin fee / account holder | $0 | $12,327-100.0% | $11,730-100.0% | $14,480-100.0% |