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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 | $130,558 | $157,296-17.0% | $141,191-7.5% | $152,897-14.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.99% | 64.34%-43.3pp | 71.41%-50.4pp | 345.43%-324.4pp |
| Employer contribution / active EE | $5,224 | $5,262-0.7% | $4,736+10.3% | $4,764+9.7% |
| Participant deferral / active EE | $18,944 | $7,111+166.4% | $6,710+182.3% | $5,851+223.8% |
| Admin fee / account holder | $5 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |