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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 | $77,843 | $102,938-24.4% | $94,105-17.3% | $138,895-44.0% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 24.16% | 250.28%-226.1pp | 204.55%-180.4pp | 145.39%-121.2pp |
| Employer contribution / active EE | $3,174 | $2,732+16.2% | $2,504+26.8% | $4,194-24.3% |
| Participant deferral / active EE | $8,306 | $4,196+97.9% | $3,881+114.0% | $6,396+29.9% |
| Admin fee / account holder | $299 | $6,600-95.5% | $6,199-95.2% | $12,562-97.6% |