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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 | $138,149 | $183,592-24.8% | $155,574-11.2% | $145,877-5.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.84% | 61.37%-48.5pp | 64.87%-52.0pp | 551.28%-538.4pp |
| Employer contribution / active EE | $1,580 | $5,317-70.3% | $4,676-66.2% | $4,663-66.1% |
| Participant deferral / active EE | $5,885 | $6,466-9.0% | $5,629+4.6% | $6,691-12.0% |
| Admin fee / account holder | $3 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |