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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 | $246,716 | $117,859+109.3% | $102,438+140.8% | $145,959+69.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.84% | 31.72%-10.9pp | 29.37%-8.5pp | 561.95%-541.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,024-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,000 | $5,732-47.7% | $5,054-40.6% | $6,689-55.1% |
| Admin fee / account holder | $12 | $13,318-99.9% | $9,448-99.9% | $13,398-99.9% |