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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 | $82,214 | $157,304-47.7% | $141,197-41.8% | $152,909-46.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.01% | 64.34%-40.3pp | 71.41%-47.4pp | 345.46%-321.5pp |
| Employer contribution / active EE | $3,099 | $5,263-41.1% | $4,736-34.6% | $4,764-35.0% |
| Participant deferral / active EE | $8,277 | $7,111+16.4% | $6,710+23.4% | $5,851+41.5% |
| Admin fee / account holder | $88 | $12,126-99.3% | $10,265-99.1% | $11,601-99.2% |