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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 | $84,228 | $183,592-54.1% | $155,574-45.9% | $145,877-42.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.68% | 61.37%-50.7pp | 64.87%-54.2pp | 551.28%-540.6pp |
| Employer contribution / active EE | $1,617 | $5,317-69.6% | $4,676-65.4% | $4,663-65.3% |
| Participant deferral / active EE | $3,444 | $6,466-46.7% | $5,629-38.8% | $6,691-48.5% |
| Admin fee / account holder | $157 | $19,316-99.2% | $15,914-99.0% | $13,402-98.8% |