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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 | $74,704 | $157,296-52.5% | $141,191-47.1% | $152,897-51.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.85% | 64.34%-39.5pp | 71.41%-46.6pp | 345.43%-320.6pp |
| Employer contribution / active EE | $3,199 | $5,262-39.2% | $4,736-32.4% | $4,764-32.8% |
| Participant deferral / active EE | $8,252 | $7,111+16.0% | $6,710+23.0% | $5,851+41.0% |
| Admin fee / account holder | $148 | $12,125-98.8% | $10,264-98.6% | $11,599-98.7% |