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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 | $99,028 | $157,276-37.0% | $141,177-29.9% | $152,885-35.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.00% | 64.33%-37.3pp | 71.40%-44.4pp | 345.39%-318.4pp |
| Employer contribution / active EE | $5,173 | $5,262-1.7% | $4,736+9.2% | $4,763+8.6% |
| Participant deferral / active EE | $7,309 | $7,110+2.8% | $6,710+8.9% | $5,851+24.9% |
| Admin fee / account holder | $2 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |