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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 | $73,358 | $157,296-53.4% | $141,191-48.0% | $152,897-52.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.54% | 64.34%-42.8pp | 71.41%-49.9pp | 345.43%-323.9pp |
| Employer contribution / active EE | $4,186 | $5,262-20.5% | $4,736-11.6% | $4,764-12.1% |
| Participant deferral / active EE | $16,245 | $7,111+128.5% | $6,710+142.1% | $5,851+177.6% |
| Admin fee / account holder | $267 | $12,125-97.8% | $10,264-97.4% | $11,599-97.7% |