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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 | $134,504 | $166,242-19.1% | $165,071-18.5% | $145,884-7.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 21.78% | 100.44%-78.7pp | 70.17%-48.4pp | 551.85%-530.1pp |
| Employer contribution / active EE | $1,653 | $5,283-68.7% | $4,347-62.0% | $4,662-64.5% |
| Participant deferral / active EE | $13,691 | $6,964+96.6% | $6,035+126.9% | $6,690+104.7% |
| Admin fee / account holder | $29 | $16,658-99.8% | $12,695-99.8% | $13,392-99.8% |