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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 | $39,650 | $157,296-74.8% | $141,191-71.9% | $152,897-74.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 38.49% | 64.34%-25.8pp | 71.41%-32.9pp | 345.43%-306.9pp |
| Employer contribution / active EE | $4,846 | $5,262-7.9% | $4,736+2.3% | $4,764+1.7% |
| Participant deferral / active EE | $8,146 | $7,111+14.6% | $6,710+21.4% | $5,851+39.2% |
| Admin fee / account holder | $130 | $12,125-98.9% | $10,264-98.7% | $11,599-98.9% |