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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 | $117,913 | $162,821-27.6% | $133,978-12.0% | $158,982-25.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.15% | 41.95%-24.8pp | 45.10%-27.9pp | 302.99%-285.8pp |
| Employer contribution / active EE | $3,684 | $4,976-26.0% | $3,919-6.0% | $4,763-22.7% |
| Participant deferral / active EE | $5,667 | $5,910-4.1% | $5,047+12.3% | $5,983-5.3% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |