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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 | $101,463 | $157,304-35.5% | $141,197-28.1% | $152,909-33.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.07% | 64.34%-35.3pp | 71.41%-42.3pp | 345.46%-316.4pp |
| Employer contribution / active EE | $5,167 | $5,263-1.8% | $4,736+9.1% | $4,764+8.5% |
| Participant deferral / active EE | $14,094 | $7,111+98.2% | $6,710+110.0% | $5,851+140.9% |
| Admin fee / account holder | $254 | $12,126-97.9% | $10,265-97.5% | $11,601-97.8% |