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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 | $117,561 | $148,629-20.9% | $135,982-13.5% | $139,487-15.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.09% | 79.33%-62.2pp | 68.32%-51.2pp | 373.84%-356.7pp |
| Employer contribution / active EE | $3,468 | $5,247-33.9% | $4,859-28.6% | $4,755-27.1% |
| Participant deferral / active EE | $4,788 | $8,102-40.9% | $7,760-38.3% | $6,713-28.7% |
| Admin fee / account holder | $38 | $12,406-99.7% | $10,767-99.7% | $11,407-99.7% |