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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 | $77,304 | $129,737-40.4% | $119,126-35.1% | $154,746-50.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 21.52% | 379.08%-357.6pp | 282.11%-260.6pp | 172.34%-150.8pp |
| Employer contribution / active EE | $5,103 | $4,375+16.6% | $4,034+26.5% | $4,379+16.5% |
| Participant deferral / active EE | $8,315 | $5,842+42.3% | $5,318+56.3% | $6,730+23.5% |
| Admin fee / account holder | $286 | $11,961-97.6% | $10,693-97.3% | $14,365-98.0% |