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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 | $94,823 | $183,539-48.3% | $155,556-39.0% | $145,897-35.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.26% | 61.31%-41.0pp | 64.84%-44.6pp | 552.29%-532.0pp |
| Employer contribution / active EE | $2,106 | $5,315-60.4% | $4,675-55.0% | $4,663-54.8% |
| Participant deferral / active EE | $9,127 | $6,467+41.1% | $5,631+62.1% | $6,689+36.4% |
| Admin fee / account holder | $269 | $19,275-98.6% | $15,885-98.3% | $13,390-98.0% |