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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 | $61,591 | $157,296-60.8% | $141,191-56.4% | $152,897-59.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 30.05% | 64.34%-34.3pp | 71.41%-41.4pp | 345.43%-315.4pp |
| Employer contribution / active EE | $5,046 | $5,262-4.1% | $4,736+6.5% | $4,764+5.9% |
| Participant deferral / active EE | $6,280 | $7,111-11.7% | $6,710-6.4% | $5,851+7.3% |
| Admin fee / account holder | $15 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |