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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 | $30,638 | $157,296-80.5% | $141,191-78.3% | $152,897-80.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.00% | 64.34%-37.3pp | 71.41%-44.4pp | 345.43%-318.4pp |
| Employer contribution / active EE | $3,817 | $5,262-27.5% | $4,736-19.4% | $4,764-19.9% |
| Participant deferral / active EE | $9,166 | $7,111+28.9% | $6,710+36.6% | $5,851+56.6% |
| Admin fee / account holder | $98 | $12,125-99.2% | $10,264-99.0% | $11,599-99.2% |