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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 | $87,422 | $157,296-44.4% | $141,191-38.1% | $152,897-42.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.25% | 64.34%-41.1pp | 71.41%-48.2pp | 345.43%-322.2pp |
| Employer contribution / active EE | $3,159 | $5,262-40.0% | $4,736-33.3% | $4,764-33.7% |
| Participant deferral / active EE | $8,454 | $7,111+18.9% | $6,710+26.0% | $5,851+44.5% |
| Admin fee / account holder | $155 | $12,125-98.7% | $10,264-98.5% | $11,599-98.7% |