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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 | $118,852 | $157,304-24.4% | $141,197-15.8% | $152,909-22.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.78% | 64.34%-38.6pp | 71.41%-45.6pp | 345.46%-319.7pp |
| Employer contribution / active EE | $4,236 | $5,263-19.5% | $4,736-10.6% | $4,764-11.1% |
| Participant deferral / active EE | $8,350 | $7,111+17.4% | $6,710+24.4% | $5,851+42.7% |
| Admin fee / account holder | -$221 | $12,126-101.8% | $10,265-102.1% | $11,601-101.9% |