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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 | $68,453 | $157,296-56.5% | $141,191-51.5% | $152,897-55.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.37% | 64.34%-36.0pp | 71.41%-43.0pp | 345.43%-317.1pp |
| Employer contribution / active EE | $3,120 | $5,262-40.7% | $4,736-34.1% | $4,764-34.5% |
| Participant deferral / active EE | $5,453 | $7,111-23.3% | $6,710-18.7% | $5,851-6.8% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |