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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 | $96,815 | $157,304-38.5% | $141,197-31.4% | $152,909-36.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.67% | 64.34%-44.7pp | 71.41%-51.7pp | 345.46%-325.8pp |
| Employer contribution / active EE | $7,337 | $5,263+39.4% | $4,736+54.9% | $4,764+54.0% |
| Participant deferral / active EE | $6,756 | $7,111-5.0% | $6,710+0.7% | $5,851+15.5% |
| Admin fee / account holder | $275 | $12,126-97.7% | $10,265-97.3% | $11,601-97.6% |