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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 | $66,118 | $157,296-58.0% | $141,191-53.2% | $152,897-56.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.56% | 64.34%-41.8pp | 71.41%-48.9pp | 345.43%-322.9pp |
| Employer contribution / active EE | $3,459 | $5,262-34.3% | $4,736-27.0% | $4,764-27.4% |
| Participant deferral / active EE | $6,182 | $7,111-13.1% | $6,710-7.9% | $5,851+5.7% |
| Admin fee / account holder | $9 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |