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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 | $42,918 | $227,597-81.1% | $189,575-77.4% | $167,536-74.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 16.21% | 78.44%-62.2pp | 64.19%-48.0pp | 478.82%-462.6pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $19,500 | $7,002+178.5% | $6,174+215.9% | $6,342+207.5% |
| Admin fee / account holder | $120 | $11,877-99.0% | $9,806-98.8% | $12,315-99.0% |