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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 | $55,248 | $197,637-72.0% | $177,848-68.9% | $158,982-65.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.58% | 58.77%-44.2pp | 48.33%-33.7pp | 302.99%-288.4pp |
| Employer contribution / active EE | $6,746 | $6,698+0.7% | $5,919+14.0% | $4,763+41.6% |
| Participant deferral / active EE | $5,650 | $8,405-32.8% | $7,714-26.8% | $5,983-5.6% |
| Admin fee / account holder | $118 | $15,406-99.2% | $12,431-99.1% | $11,252-99.0% |