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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 | $132,479 | $157,276-15.8% | $141,177-6.2% | $152,885-13.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.23% | 64.33%-49.1pp | 71.40%-56.2pp | 345.39%-330.2pp |
| Employer contribution / active EE | $3,670 | $5,262-30.3% | $4,736-22.5% | $4,763-23.0% |
| Participant deferral / active EE | $13,429 | $7,110+88.9% | $6,710+100.1% | $5,851+129.5% |
| Admin fee / account holder | $264 | $12,123-97.8% | $10,263-97.4% | $11,598-97.7% |