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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 | $125,226 | $157,296-20.4% | $141,191-11.3% | $152,897-18.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.72% | 64.34%-37.6pp | 71.41%-44.7pp | 345.43%-318.7pp |
| Employer contribution / active EE | $2,606 | $5,262-50.5% | $4,736-45.0% | $4,764-45.3% |
| Participant deferral / active EE | $4,908 | $7,111-31.0% | $6,710-26.9% | $5,851-16.1% |
| Admin fee / account holder | $29 | $12,125-99.8% | $10,264-99.7% | $11,599-99.8% |