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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 | $83,619 | $148,623-43.7% | $135,974-38.5% | $139,466-40.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.62% | 79.30%-60.7pp | 68.30%-49.7pp | 373.66%-355.0pp |
| Employer contribution / active EE | $3,277 | $5,246-37.5% | $4,859-32.6% | $4,754-31.1% |
| Participant deferral / active EE | $7,983 | $8,103-1.5% | $7,760+2.9% | $6,712+18.9% |
| Admin fee / account holder | $233 | $12,406-98.1% | $10,767-97.8% | $11,409-98.0% |