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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 | $65,564 | $148,582-55.9% | $135,942-51.8% | $139,456-53.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.40% | 79.26%-60.9pp | 68.28%-49.9pp | 373.45%-355.1pp |
| Employer contribution / active EE | $3,515 | $5,245-33.0% | $4,858-27.6% | $4,753-26.0% |
| Participant deferral / active EE | $7,772 | $8,101-4.1% | $7,759+0.2% | $6,711+15.8% |
| Admin fee / account holder | $248 | $12,402-98.0% | $10,764-97.7% | $11,407-97.8% |