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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 | $69,554 | $183,592-62.1% | $155,567-55.3% | $145,959-52.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.03% | 61.24%-52.2pp | 64.74%-55.7pp | 561.95%-552.9pp |
| Employer contribution / active EE | $5,547 | $5,315+4.4% | $4,674+18.7% | $4,661+19.0% |
| Participant deferral / active EE | $4,981 | $6,464-22.9% | $5,628-11.5% | $6,689-25.5% |
| Admin fee / account holder | $10 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |