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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 | $133,289 | $157,304-15.3% | $141,197-5.6% | $152,909-12.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 33.72% | 64.34%-30.6pp | 71.41%-37.7pp | 345.46%-311.7pp |
| Employer contribution / active EE | $3,690 | $5,263-29.9% | $4,736-22.1% | $4,764-22.5% |
| Participant deferral / active EE | $13,975 | $7,111+96.5% | $6,710+108.3% | $5,851+138.8% |
| Admin fee / account holder | $279 | $12,126-97.7% | $10,265-97.3% | $11,601-97.6% |