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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 | $127,387 | $183,539-30.6% | $155,556-18.1% | $145,897-12.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.05% | 61.31%-40.3pp | 64.84%-43.8pp | 552.29%-531.2pp |
| Employer contribution / active EE | $2,084 | $5,315-60.8% | $4,675-55.4% | $4,663-55.3% |
| Participant deferral / active EE | $6,961 | $6,467+7.6% | $5,631+23.6% | $6,689+4.1% |
| Admin fee / account holder | $144 | $19,275-99.3% | $15,885-99.1% | $13,390-98.9% |