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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 | $83,106 | $157,304-47.2% | $141,197-41.1% | $152,909-45.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.57% | 64.34%-39.8pp | 71.41%-46.8pp | 345.46%-320.9pp |
| Employer contribution / active EE | $1,365 | $5,263-74.1% | $4,736-71.2% | $4,764-71.4% |
| Participant deferral / active EE | $9,151 | $7,111+28.7% | $6,710+36.4% | $5,851+56.4% |
| Admin fee / account holder | $20 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |