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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 | $114,589 | $183,627-37.6% | $155,602-26.4% | $145,978-21.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 41.00% | 61.32%-20.3pp | 64.81%-23.8pp | 550.52%-509.5pp |
| Employer contribution / active EE | $1,254 | $5,316-76.4% | $4,675-73.2% | $4,662-73.1% |
| Participant deferral / active EE | $5,777 | $6,466-10.7% | $5,629+2.6% | $6,690-13.6% |
| Admin fee / account holder | $204 | $19,327-98.9% | $15,923-98.7% | $13,400-98.5% |