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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 | $133,624 | $176,794-24.4% | $146,647-8.9% | $167,553-20.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.21% | 24.04%-9.8pp | 22.75%-8.5pp | 478.89%-464.7pp |
| Employer contribution / active EE | $5,357 | $5,161+3.8% | $4,137+29.5% | $4,840+10.7% |
| Participant deferral / active EE | $12,579 | $6,440+95.3% | $5,506+128.4% | $6,343+98.3% |
| Admin fee / account holder | $5 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |