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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 | $76,622 | $83,337-8.1% | $67,834+13.0% | $273,972-72.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 8.48% | 259.45%-251.0pp | 138.47%-130.0pp | 41.46%-33.0pp |
| Employer contribution / active EE | $1,572 | $3,287-52.2% | $2,403-34.6% | $4,869-67.7% |
| Participant deferral / active EE | $5,713 | $4,088+39.7% | $3,160+80.8% | $5,287+8.0% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |