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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 | $115,075 | $157,304-26.8% | $141,197-18.5% | $152,909-24.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.95% | 64.34%-36.4pp | 71.41%-43.5pp | 345.46%-317.5pp |
| Employer contribution / active EE | $4,042 | $5,263-23.2% | $4,736-14.7% | $4,764-15.2% |
| Participant deferral / active EE | $16,420 | $7,111+130.9% | $6,710+144.7% | $5,851+180.6% |
| Admin fee / account holder | $29 | $12,126-99.8% | $10,265-99.7% | $11,601-99.8% |