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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 | $124,065 | $148,623-16.5% | $135,974-8.8% | $139,466-11.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.60% | 79.30%-56.7pp | 68.30%-45.7pp | 373.66%-351.1pp |
| Employer contribution / active EE | $1,172 | $5,246-77.7% | $4,859-75.9% | $4,754-75.3% |
| Participant deferral / active EE | $2,725 | $8,103-66.4% | $7,760-64.9% | $6,712-59.4% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |