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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 | $68,060 | $148,629-54.2% | $135,982-49.9% | $139,487-51.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.05% | 79.33%-57.3pp | 68.32%-46.3pp | 373.84%-351.8pp |
| Employer contribution / active EE | $2,322 | $5,247-55.8% | $4,859-52.2% | $4,755-51.2% |
| Participant deferral / active EE | $8,476 | $8,102+4.6% | $7,760+9.2% | $6,713+26.3% |
| Admin fee / account holder | $13 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |