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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 | $76,815 | $114,119-32.7% | $107,187-28.3% | $138,895-44.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 21.27% | 273.21%-251.9pp | 204.55%-183.3pp | 145.39%-124.1pp |
| Employer contribution / active EE | $3,843 | $4,059-5.3% | $3,782+1.6% | $4,194-8.4% |
| Participant deferral / active EE | $15,297 | $5,538+176.2% | $5,096+200.2% | $6,396+139.2% |
| Admin fee / account holder | $20 | $10,024-99.8% | $9,162-99.8% | $12,562-99.8% |