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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 | $58,399 | $132,634-56.0% | $115,768-49.6% | $137,256-57.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 17.79% | 160.70%-142.9pp | 100.46%-82.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $3,069 | $3,360-8.6% | $2,940+4.4% | $4,156-26.1% |
| Participant deferral / active EE | $12,943 | $5,619+130.4% | $4,917+163.2% | $6,407+102.0% |
| Admin fee / account holder | $243 | $15,028-98.4% | $12,439-98.0% | $12,270-98.0% |