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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 | $106,168 | $183,627-42.2% | $155,602-31.8% | $145,978-27.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.57% | 61.32%-45.7pp | 64.81%-49.2pp | 550.52%-534.9pp |
| Employer contribution / active EE | $10,069 | $5,316+89.4% | $4,675+115.4% | $4,662+116.0% |
| Participant deferral / active EE | $7,305 | $6,466+13.0% | $5,629+29.8% | $6,690+9.2% |
| Admin fee / account holder | $13 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |