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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 | $56,558 | $148,582-61.9% | $135,942-58.4% | $139,456-59.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.11% | 79.26%-57.1pp | 68.28%-46.2pp | 373.45%-351.3pp |
| Employer contribution / active EE | $6,317 | $5,245+20.4% | $4,858+30.0% | $4,753+32.9% |
| Participant deferral / active EE | $8,433 | $8,101+4.1% | $7,759+8.7% | $6,711+25.7% |
| Admin fee / account holder | $214 | $12,402-98.3% | $10,764-98.0% | $11,407-98.1% |