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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 | $98,792 | $162,812-39.3% | $133,971-26.3% | $158,966-37.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.33% | 41.94%-24.6pp | 45.09%-27.8pp | 302.95%-285.6pp |
| Employer contribution / active EE | $5,037 | $4,976+1.2% | $3,919+28.5% | $4,762+5.8% |
| Participant deferral / active EE | $8,676 | $5,910+46.8% | $5,047+71.9% | $5,983+45.0% |
| Admin fee / account holder | $260 | $11,741-97.8% | $8,929-97.1% | $11,250-97.7% |