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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 | $134,897 | $227,399-40.7% | $189,758-28.9% | $198,609-32.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.08% | 61.03%-43.9pp | 52.62%-35.5pp | 202.70%-185.6pp |
| Employer contribution / active EE | $2,285 | $5,526-58.7% | $4,767-52.1% | $5,055-54.8% |
| Participant deferral / active EE | $4,991 | $6,837-27.0% | $5,856-14.8% | $6,977-28.5% |
| Admin fee / account holder | $23 | $25,162-99.9% | $20,388-99.9% | $19,030-99.9% |