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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 | $183,627-54.1% | $155,602-45.9% | $145,978-42.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.68% | 61.32%-50.6pp | 64.81%-54.1pp | 550.52%-539.8pp |
| Employer contribution / active EE | $1,617 | $5,316-69.6% | $4,675-65.4% | $4,662-65.3% |
| Participant deferral / active EE | $3,444 | $6,466-46.7% | $5,629-38.8% | $6,690-48.5% |
| Admin fee / account holder | $157 | $19,327-99.2% | $15,923-99.0% | $13,400-98.8% |