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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 | $83,142 | $132,634-37.3% | $115,768-28.2% | $137,256-39.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 11.14% | 160.70%-149.6pp | 100.46%-89.3pp | 220.34%-209.2pp |
| Employer contribution / active EE | $4,598 | $3,360+36.8% | $2,940+56.4% | $4,156+10.6% |
| Participant deferral / active EE | $2,568 | $5,619-54.3% | $4,917-47.8% | $6,407-59.9% |
| Admin fee / account holder | $71 | $15,028-99.5% | $12,439-99.4% | $12,270-99.4% |