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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 | $53,519 | $183,592-70.8% | $155,574-65.6% | $145,877-63.3% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 9.96% | 61.37%-51.4pp | 64.87%-54.9pp | 551.28%-541.3pp |
| Employer contribution / active EE | $8,221 | $5,317+54.6% | $4,676+75.8% | $4,663+76.3% |
| Participant deferral / active EE | $5,283 | $6,466-18.3% | $5,629-6.1% | $6,691-21.0% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |