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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 | $143,917 | $157,304-8.5% | $141,197+1.9% | $152,909-5.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.93% | 64.34%-44.4pp | 71.41%-51.5pp | 345.46%-325.5pp |
| Employer contribution / active EE | $1,789 | $5,263-66.0% | $4,736-62.2% | $4,764-62.4% |
| Participant deferral / active EE | $7,168 | $7,111+0.8% | $6,710+6.8% | $5,851+22.5% |
| Admin fee / account holder | $19 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |