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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 | $83,979 | $183,516-54.2% | $155,534-46.0% | $145,884-42.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.55% | 61.43%-48.9pp | 64.92%-52.4pp | 551.85%-539.3pp |
| Employer contribution / active EE | $9,927 | $5,315+86.8% | $4,675+112.3% | $4,662+112.9% |
| Participant deferral / active EE | $10,004 | $6,467+54.7% | $5,630+77.7% | $6,690+49.5% |
| Admin fee / account holder | $16 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |