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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 | $95,467 | $157,296-39.3% | $141,191-32.4% | $152,897-37.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 37.06% | 64.34%-27.3pp | 71.41%-34.3pp | 345.43%-308.4pp |
| Employer contribution / active EE | $3,106 | $5,262-41.0% | $4,736-34.4% | $4,764-34.8% |
| Participant deferral / active EE | $9,774 | $7,111+37.5% | $6,710+45.7% | $5,851+67.0% |
| Admin fee / account holder | $16 | $12,125-99.9% | $10,264-99.8% | $11,599-99.9% |