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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 | $121,997 | $183,627-33.6% | $155,602-21.6% | $145,978-16.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.93% | 61.32%-40.4pp | 64.81%-43.9pp | 550.52%-529.6pp |
| Employer contribution / active EE | $3,411 | $5,316-35.8% | $4,675-27.0% | $4,662-26.8% |
| Participant deferral / active EE | $14,132 | $6,466+118.6% | $5,629+151.1% | $6,690+111.2% |
| Admin fee / account holder | $254 | $19,327-98.7% | $15,923-98.4% | $13,400-98.1% |