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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 | $103,229 | $157,296-34.4% | $141,191-26.9% | $152,897-32.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.39% | 64.34%-38.9pp | 71.41%-46.0pp | 345.43%-320.0pp |
| Employer contribution / active EE | $3,491 | $5,262-33.7% | $4,736-26.3% | $4,764-26.7% |
| Participant deferral / active EE | $3,940 | $7,111-44.6% | $6,710-41.3% | $5,851-32.7% |
| Admin fee / account holder | $9 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |