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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 | $129,989 | $157,304-17.4% | $141,197-7.9% | $152,909-15.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.32% | 64.34%-43.0pp | 71.41%-50.1pp | 345.46%-324.1pp |
| Employer contribution / active EE | $6,848 | $5,263+30.1% | $4,736+44.6% | $4,764+43.7% |
| Participant deferral / active EE | $5,455 | $7,111-23.3% | $6,710-18.7% | $5,851-6.8% |
| Admin fee / account holder | $9 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |