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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 | $141,762 | $168,636-15.9% | $147,618-4.0% | $125,388+13.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.81% | 77.65%-75.8pp | 61.98%-60.2pp | 282.24%-280.4pp |
| Employer contribution / active EE | $7,513 | $6,252+20.2% | $5,565+35.0% | $4,866+54.4% |
| Participant deferral / active EE | $3,373 | $5,507-38.8% | $4,895-31.1% | $5,352-37.0% |
| Admin fee / account holder | $297 | $13,580-97.8% | $11,612-97.4% | $9,541-96.9% |