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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 | $100,474 | $183,539-45.3% | $155,556-35.4% | $145,897-31.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.86% | 61.31%-52.4pp | 64.84%-56.0pp | 552.29%-543.4pp |
| Employer contribution / active EE | $2,961 | $5,315-44.3% | $4,675-36.7% | $4,663-36.5% |
| Participant deferral / active EE | $6,266 | $6,467-3.1% | $5,631+11.3% | $6,689-6.3% |
| Admin fee / account holder | $21 | $19,275-99.9% | $15,885-99.9% | $13,390-99.8% |