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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 | $63,937 | $157,296-59.4% | $141,191-54.7% | $152,897-58.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.31% | 64.34%-43.0pp | 71.41%-50.1pp | 345.43%-324.1pp |
| Employer contribution / active EE | $5,880 | $5,262+11.7% | $4,736+24.2% | $4,764+23.4% |
| Participant deferral / active EE | $9,207 | $7,111+29.5% | $6,710+37.2% | $5,851+57.3% |
| Admin fee / account holder | $90 | $12,125-99.3% | $10,264-99.1% | $11,599-99.2% |