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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 | $63,600 | $176,786-64.0% | $146,643-56.6% | $167,536-62.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 65.19% | 24.04%+41.1pp | 22.75%+42.4pp | 478.82%-413.6pp |
| Employer contribution / active EE | $5,682 | $5,161+10.1% | $4,137+37.3% | $4,839+17.4% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $300 | $13,262-97.7% | $10,280-97.1% | $12,315-97.6% |