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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 | $123,270 | $183,516-32.8% | $155,534-20.7% | $145,884-15.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.97% | 61.43%-50.5pp | 64.92%-53.9pp | 551.85%-540.9pp |
| Employer contribution / active EE | $7,164 | $5,315+34.8% | $4,675+53.2% | $4,662+53.7% |
| Participant deferral / active EE | $4,068 | $6,467-37.1% | $5,630-27.7% | $6,690-39.2% |
| Admin fee / account holder | $10 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |