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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 | $182,127 | $116,203+56.7% | $93,621+94.5% | $152,897+19.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 17.00% | 35.96%-19.0pp | 32.76%-15.8pp | 345.43%-328.4pp |
| Employer contribution / active EE | $1,814 | $3,219-43.6% | $2,719-33.3% | $4,764-61.9% |
| Participant deferral / active EE | $8,946 | $4,605+94.3% | $4,070+119.8% | $5,851+52.9% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |