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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 | $77,042 | $167,353-54.0% | $143,797-46.4% | $134,545-42.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 29.92% | 0.48%+29.4pp | -0.04%+30.0pp | 418.37%-388.4pp |
| Employer contribution / active EE | $10,779 | $5,620+91.8% | $4,952+117.7% | $4,742+127.3% |
| Participant deferral / active EE | $6,050 | $6,447-6.2% | $5,638+7.3% | $6,401-5.5% |
| Admin fee / account holder | $16 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |