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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 | $114,176 | $217,432-47.5% | $185,849-38.6% | $167,536-31.8% |
| Participation rate | 91.7% | 86.1%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 11.04% | 148.42%-137.4pp | 122.10%-111.1pp | 478.82%-467.8pp |
| Employer contribution / active EE | $5,870 | $5,875-0.1% | $5,169+13.6% | $4,839+21.3% |
| Participant deferral / active EE | $4,553 | $6,357-28.4% | $5,569-18.2% | $6,342-28.2% |
| Admin fee / account holder | $37 | $19,818-99.8% | $16,244-99.8% | $12,315-99.7% |