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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 | $158,850 | $183,516-13.4% | $155,534+2.1% | $145,884+8.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.42% | 61.43%-36.0pp | 64.92%-39.5pp | 551.85%-526.4pp |
| Employer contribution / active EE | $8,190 | $5,315+54.1% | $4,675+75.2% | $4,662+75.7% |
| Participant deferral / active EE | $3,466 | $6,467-46.4% | $5,630-38.4% | $6,690-48.2% |
| Admin fee / account holder | $56 | $19,293-99.7% | $15,900-99.6% | $13,392-99.6% |