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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 | $94,255 | $183,516-48.6% | $155,534-39.4% | $145,884-35.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.70% | 61.43%-41.7pp | 64.92%-45.2pp | 551.85%-532.2pp |
| Employer contribution / active EE | $7,942 | $5,315+49.4% | $4,675+69.9% | $4,662+70.4% |
| Participant deferral / active EE | $8,354 | $6,467+29.2% | $5,630+48.4% | $6,690+24.9% |
| Admin fee / account holder | $62 | $19,293-99.7% | $15,900-99.6% | $13,392-99.5% |