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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 | $97,898 | $157,270-37.8% | $141,173-30.7% | $152,870-36.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.24% | 64.33%-42.1pp | 71.40%-49.2pp | 345.34%-323.1pp |
| Employer contribution / active EE | $1,611 | $5,261-69.4% | $4,735-66.0% | $4,763-66.2% |
| Participant deferral / active EE | $5,251 | $7,110-26.1% | $6,710-21.7% | $5,850-10.2% |
| Admin fee / account holder | $86 | $12,121-99.3% | $10,262-99.2% | $11,597-99.3% |