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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 | $107,970 | $183,592-41.2% | $155,574-30.6% | $145,877-26.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.72% | 61.37%-47.6pp | 64.87%-51.1pp | 551.28%-537.6pp |
| Employer contribution / active EE | $7,546 | $5,317+41.9% | $4,676+61.4% | $4,663+61.8% |
| Participant deferral / active EE | $5,038 | $6,466-22.1% | $5,629-10.5% | $6,691-24.7% |
| Admin fee / account holder | $11 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |