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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 | $150,465 | $157,304-4.3% | $141,197+6.6% | $152,909-1.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.13% | 64.34%-43.2pp | 71.41%-50.3pp | 345.46%-324.3pp |
| Employer contribution / active EE | $4,245 | $5,263-19.3% | $4,736-10.4% | $4,764-10.9% |
| Participant deferral / active EE | $5,436 | $7,111-23.6% | $6,710-19.0% | $5,851-7.1% |
| Admin fee / account holder | $24 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |