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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% | $155,574-55.3% | $145,877-52.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.03% | 61.37%-52.3pp | 64.87%-55.8pp | 551.28%-542.3pp |
| Employer contribution / active EE | $5,547 | $5,317+4.3% | $4,676+18.6% | $4,663+19.0% |
| Participant deferral / active EE | $4,981 | $6,466-23.0% | $5,629-11.5% | $6,691-25.5% |
| Admin fee / account holder | $10 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |