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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 | $80,799 | $148,623-45.6% | $135,974-40.6% | $139,466-42.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.30% | 79.30%-55.0pp | 68.30%-44.0pp | 373.66%-349.4pp |
| Employer contribution / active EE | $3,990 | $5,246-23.9% | $4,859-17.9% | $4,754-16.1% |
| Participant deferral / active EE | $8,453 | $8,103+4.3% | $7,760+8.9% | $6,712+25.9% |
| Admin fee / account holder | $17 | $12,406-99.9% | $10,767-99.8% | $11,409-99.8% |