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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 | $65,845 | $157,304-58.1% | $141,197-53.4% | $152,909-56.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.65% | 64.34%-36.7pp | 71.41%-43.8pp | 345.46%-317.8pp |
| Employer contribution / active EE | $4,803 | $5,263-8.7% | $4,736+1.4% | $4,764+0.8% |
| Participant deferral / active EE | $9,520 | $7,111+33.9% | $6,710+41.9% | $5,851+62.7% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |