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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 | $75,434 | $183,516-58.9% | $155,534-51.5% | $145,884-48.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.68% | 61.43%-50.7pp | 64.92%-54.2pp | 551.85%-541.2pp |
| Employer contribution / active EE | $7,907 | $5,315+48.8% | $4,675+69.1% | $4,662+69.6% |
| Participant deferral / active EE | $9,414 | $6,467+45.6% | $5,630+67.2% | $6,690+40.7% |
| Admin fee / account holder | $50 | $19,293-99.7% | $15,900-99.7% | $13,392-99.6% |