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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 | $97,293 | $148,629-34.5% | $135,982-28.5% | $139,487-30.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.06% | 79.33%-58.3pp | 68.32%-47.3pp | 373.84%-352.8pp |
| Employer contribution / active EE | $4,250 | $5,247-19.0% | $4,859-12.5% | $4,755-10.6% |
| Participant deferral / active EE | $11,899 | $8,102+46.9% | $7,760+53.3% | $6,713+77.3% |
| Admin fee / account holder | $33 | $12,406-99.7% | $10,767-99.7% | $11,407-99.7% |