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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 | $124,933 | $157,304-20.6% | $141,197-11.5% | $152,909-18.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.40% | 64.34%-41.9pp | 71.41%-49.0pp | 345.46%-323.1pp |
| Employer contribution / active EE | $2,970 | $5,263-43.6% | $4,736-37.3% | $4,764-37.7% |
| Participant deferral / active EE | $10,198 | $7,111+43.4% | $6,710+52.0% | $5,851+74.3% |
| Admin fee / account holder | $138 | $12,126-98.9% | $10,265-98.7% | $11,601-98.8% |