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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 | $22,970 | $183,592-87.5% | $155,574-85.2% | $145,877-84.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.10% | 61.37%-52.3pp | 64.87%-55.8pp | 551.28%-542.2pp |
| Employer contribution / active EE | $6,586 | $5,317+23.9% | $4,676+40.8% | $4,663+41.2% |
| Participant deferral / active EE | $3,817 | $6,466-41.0% | $5,629-32.2% | $6,691-42.9% |
| Admin fee / account holder | $62 | $19,316-99.7% | $15,914-99.6% | $13,402-99.5% |