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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 | $83,762 | $183,539-54.4% | $155,556-46.2% | $145,897-42.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.92% | 61.31%-52.4pp | 64.84%-55.9pp | 552.29%-543.4pp |
| Employer contribution / active EE | $2,559 | $5,315-51.9% | $4,675-45.3% | $4,663-45.1% |
| Participant deferral / active EE | $6,836 | $6,467+5.7% | $5,631+21.4% | $6,689+2.2% |
| Admin fee / account holder | $154 | $19,275-99.2% | $15,885-99.0% | $13,390-98.8% |