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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 | $75,084 | $183,516-59.1% | $155,534-51.7% | $145,884-48.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 30.34% | 61.43%-31.1pp | 64.92%-34.6pp | 551.85%-521.5pp |
| Employer contribution / active EE | $2,648 | $5,315-50.2% | $4,675-43.4% | $4,662-43.2% |
| Participant deferral / active EE | $8,092 | $6,467+25.1% | $5,630+43.7% | $6,690+21.0% |
| Admin fee / account holder | $206 | $19,293-98.9% | $15,900-98.7% | $13,392-98.5% |