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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 | $57,373 | $157,304-63.5% | $141,197-59.4% | $152,909-62.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.77% | 64.34%-37.6pp | 71.41%-44.6pp | 345.46%-318.7pp |
| Employer contribution / active EE | $3,269 | $5,263-37.9% | $4,736-31.0% | $4,764-31.4% |
| Participant deferral / active EE | $10,192 | $7,111+43.3% | $6,710+51.9% | $5,851+74.2% |
| Admin fee / account holder | $293 | $12,126-97.6% | $10,265-97.1% | $11,601-97.5% |