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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 | $183,248 | $227,399-19.4% | $189,758-3.4% | $198,609-7.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.31% | 61.03%-44.7pp | 52.62%-36.3pp | 202.70%-186.4pp |
| Employer contribution / active EE | $10,372 | $5,526+87.7% | $4,767+117.6% | $5,055+105.2% |
| Participant deferral / active EE | $6,337 | $6,837-7.3% | $5,856+8.2% | $6,977-9.2% |
| Admin fee / account holder | $13 | $25,162-99.9% | $20,388-99.9% | $19,030-99.9% |