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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 | $40,329 | $183,592-78.0% | $155,574-74.1% | $145,877-72.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.56% | 61.37%-47.8pp | 64.87%-51.3pp | 551.28%-537.7pp |
| Employer contribution / active EE | $8,019 | $5,317+50.8% | $4,676+71.5% | $4,663+72.0% |
| Participant deferral / active EE | $3,721 | $6,466-42.5% | $5,629-33.9% | $6,691-44.4% |
| Admin fee / account holder | $5 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |