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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 | $98,247 | $165,381-40.6% | $149,730-34.4% | $158,966-38.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.14% | 348.29%-325.2pp | 276.70%-253.6pp | 302.95%-279.8pp |
| Employer contribution / active EE | $3,588 | $5,104-29.7% | $4,645-22.8% | $4,762-24.7% |
| Participant deferral / active EE | $9,397 | $7,182+30.8% | $6,843+37.3% | $5,983+57.1% |
| Admin fee / account holder | $150 | $10,809-98.6% | $9,310-98.4% | $11,250-98.7% |