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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 | $34,863 | $157,276-77.8% | $141,177-75.3% | $152,885-77.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.83% | 64.33%-45.5pp | 71.40%-52.6pp | 345.39%-326.6pp |
| Employer contribution / active EE | $4,822 | $5,262-8.4% | $4,736+1.8% | $4,763+1.2% |
| Participant deferral / active EE | $8,382 | $7,110+17.9% | $6,710+24.9% | $5,851+43.3% |
| Admin fee / account holder | $16 | $12,123-99.9% | $10,263-99.8% | $11,598-99.9% |