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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 | $149,544 | $166,089-10.0% | $164,928-9.3% | $145,978+2.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.55% | 100.26%-84.7pp | 70.08%-54.5pp | 550.52%-535.0pp |
| Employer contribution / active EE | $4,310 | $5,276-18.3% | $4,343-0.8% | $4,662-7.5% |
| Participant deferral / active EE | $11,673 | $6,961+67.7% | $6,034+93.5% | $6,690+74.5% |
| Admin fee / account holder | $51 | $16,641-99.7% | $12,684-99.6% | $13,400-99.6% |