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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 | $118,473 | $157,296-24.7% | $141,191-16.1% | $152,897-22.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.51% | 64.34%-37.8pp | 71.41%-44.9pp | 345.43%-318.9pp |
| Employer contribution / active EE | $1,405 | $5,262-73.3% | $4,736-70.3% | $4,764-70.5% |
| Participant deferral / active EE | $9,642 | $7,111+35.6% | $6,710+43.7% | $5,851+64.8% |
| Admin fee / account holder | $99 | $12,125-99.2% | $10,264-99.0% | $11,599-99.2% |