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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 | $114,840 | $133,998-14.3% | $112,263+2.3% | $134,545-14.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 1.82% | 47.17%-45.4pp | 27.49%-25.7pp | 418.37%-416.6pp |
| Employer contribution / active EE | $30,589 | $4,040+657.1% | $3,636+741.3% | $4,742+545.1% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |