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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 | $118,137 | $157,304-24.9% | $141,197-16.3% | $152,909-22.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.17% | 64.34%-39.2pp | 71.41%-46.2pp | 345.46%-320.3pp |
| Employer contribution / active EE | $2,826 | $5,263-46.3% | $4,736-40.3% | $4,764-40.7% |
| Participant deferral / active EE | $3,653 | $7,111-48.6% | $6,710-45.6% | $5,851-37.6% |
| Admin fee / account holder | $217 | $12,126-98.2% | $10,265-97.9% | $11,601-98.1% |