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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 | $139,580 | $165,351-15.6% | $149,710-6.8% | $158,931-12.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.42% | 348.19%-324.8pp | 276.63%-253.2pp | 302.86%-279.4pp |
| Employer contribution / active EE | $2,795 | $5,103-45.2% | $4,645-39.8% | $4,761-41.3% |
| Participant deferral / active EE | $8,553 | $7,181+19.1% | $6,842+25.0% | $5,982+43.0% |
| Admin fee / account holder | $66 | $10,807-99.4% | $9,309-99.3% | $11,247-99.4% |