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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 | $92,040 | $157,276-41.5% | $141,177-34.8% | $152,885-39.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.74% | 64.33%-38.6pp | 71.40%-45.7pp | 345.39%-319.7pp |
| Employer contribution / active EE | $4,465 | $5,262-15.1% | $4,736-5.7% | $4,763-6.3% |
| Participant deferral / active EE | $7,824 | $7,110+10.0% | $6,710+16.6% | $5,851+33.7% |
| Admin fee / account holder | $20 | $12,123-99.8% | $10,263-99.8% | $11,598-99.8% |