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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 | $139,284 | $157,296-11.5% | $141,191-1.4% | $152,897-8.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.40% | 64.34%-48.9pp | 71.41%-56.0pp | 345.43%-330.0pp |
| Employer contribution / active EE | $2,129 | $5,262-59.5% | $4,736-55.1% | $4,764-55.3% |
| Participant deferral / active EE | $3,876 | $7,111-45.5% | $6,710-42.2% | $5,851-33.8% |
| Admin fee / account holder | $83 | $12,125-99.3% | $10,264-99.2% | $11,599-99.3% |