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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 | $98,540 | $183,539-46.3% | $155,556-36.7% | $145,897-32.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.47% | 61.31%-50.8pp | 64.84%-54.4pp | 552.29%-541.8pp |
| Employer contribution / active EE | $4,938 | $5,315-7.1% | $4,675+5.6% | $4,663+5.9% |
| Participant deferral / active EE | $7,591 | $6,467+17.4% | $5,631+34.8% | $6,689+13.5% |
| Admin fee / account holder | $168 | $19,275-99.1% | $15,885-98.9% | $13,390-98.7% |