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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 | $45,096 | $183,539-75.4% | $155,556-71.0% | $145,897-69.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.08% | 61.31%-47.2pp | 64.84%-50.8pp | 552.29%-538.2pp |
| Employer contribution / active EE | $3,086 | $5,315-41.9% | $4,675-34.0% | $4,663-33.8% |
| Participant deferral / active EE | $6,313 | $6,467-2.4% | $5,631+12.1% | $6,689-5.6% |
| Admin fee / account holder | $40 | $19,275-99.8% | $15,885-99.7% | $13,390-99.7% |