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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 | $80,468 | $183,516-56.2% | $155,534-48.3% | $145,884-44.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.50% | 61.43%-50.9pp | 64.92%-54.4pp | 551.85%-541.3pp |
| Employer contribution / active EE | $7,279 | $5,315+37.0% | $4,675+55.7% | $4,662+56.1% |
| Participant deferral / active EE | $4,326 | $6,467-33.1% | $5,630-23.2% | $6,690-35.3% |
| Admin fee / account holder | $43 | $19,293-99.8% | $15,900-99.7% | $13,392-99.7% |