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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 | $45,714 | $157,276-70.9% | $141,177-67.6% | $152,885-70.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.41% | 64.33%-46.9pp | 71.40%-54.0pp | 345.39%-328.0pp |
| Employer contribution / active EE | $1,886 | $5,262-64.2% | $4,736-60.2% | $4,763-60.4% |
| Participant deferral / active EE | $8,317 | $7,110+17.0% | $6,710+23.9% | $5,851+42.1% |
| Admin fee / account holder | $165 | $12,123-98.6% | $10,263-98.4% | $11,598-98.6% |