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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 | $89,390 | $183,516-51.3% | $155,534-42.5% | $145,884-38.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.16% | 61.43%-51.3pp | 64.92%-54.8pp | 551.85%-541.7pp |
| Employer contribution / active EE | $2,171 | $5,315-59.2% | $4,675-53.6% | $4,662-53.4% |
| Participant deferral / active EE | $4,906 | $6,467-24.1% | $5,630-12.9% | $6,690-26.7% |
| Admin fee / account holder | $194 | $19,293-99.0% | $15,900-98.8% | $13,392-98.5% |