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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 | $73,052 | $132,634-44.9% | $115,768-36.9% | $137,256-46.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 17.70% | 160.70%-143.0pp | 100.46%-82.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,775 | $3,360+12.4% | $2,940+28.4% | $4,156-9.2% |
| Participant deferral / active EE | $3,945 | $5,619-29.8% | $4,917-19.8% | $6,407-38.4% |
| Admin fee / account holder | $117 | $15,028-99.2% | $12,439-99.1% | $12,270-99.0% |