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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 | $80,934 | $183,592-55.9% | $155,574-48.0% | $145,877-44.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 34.19% | 61.37%-27.2pp | 64.87%-30.7pp | 551.28%-517.1pp |
| Employer contribution / active EE | $4,348 | $5,317-18.2% | $4,676-7.0% | $4,663-6.7% |
| Participant deferral / active EE | $15,654 | $6,466+142.1% | $5,629+178.1% | $6,691+134.0% |
| Admin fee / account holder | $50 | $19,316-99.7% | $15,914-99.7% | $13,402-99.6% |