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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 | $119,186 | $227,399-47.6% | $189,758-37.2% | $198,609-40.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 9.77% | 61.03%-51.3pp | 52.62%-42.8pp | 202.70%-192.9pp |
| Employer contribution / active EE | $5,824 | $5,526+5.4% | $4,767+22.2% | $5,055+15.2% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $5,856-100.0% | $6,977-100.0% |
| Admin fee / account holder | $44 | $25,162-99.8% | $20,388-99.8% | $19,030-99.8% |