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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 | $137,769 | $165,381-16.7% | $149,730-8.0% | $158,966-13.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.36% | 348.29%-334.9pp | 276.70%-263.3pp | 302.95%-289.6pp |
| Employer contribution / active EE | $2,708 | $5,104-46.9% | $4,645-41.7% | $4,762-43.1% |
| Participant deferral / active EE | $9,762 | $7,182+35.9% | $6,843+42.7% | $5,983+63.2% |
| Admin fee / account holder | $45 | $10,809-99.6% | $9,310-99.5% | $11,250-99.6% |