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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 | $75,995 | $157,296-51.7% | $141,191-46.2% | $152,897-50.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.56% | 64.34%-40.8pp | 71.41%-47.9pp | 345.43%-321.9pp |
| Employer contribution / active EE | $3,152 | $5,262-40.1% | $4,736-33.4% | $4,764-33.8% |
| Participant deferral / active EE | $9,791 | $7,111+37.7% | $6,710+45.9% | $5,851+67.3% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |