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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 | $100,546 | $183,627-45.2% | $155,602-35.4% | $145,978-31.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 39.93% | 61.32%-21.4pp | 64.81%-24.9pp | 550.52%-510.6pp |
| Employer contribution / active EE | $4,541 | $5,316-14.6% | $4,675-2.9% | $4,662-2.6% |
| Participant deferral / active EE | $4,298 | $6,466-33.5% | $5,629-23.6% | $6,690-35.8% |
| Admin fee / account holder | $15 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |