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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 | $54,797 | $148,582-63.1% | $135,942-59.7% | $139,456-60.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.66% | 79.26%-58.6pp | 68.28%-47.6pp | 373.45%-352.8pp |
| Employer contribution / active EE | $5,854 | $5,245+11.6% | $4,858+20.5% | $4,753+23.2% |
| Participant deferral / active EE | $6,946 | $8,101-14.3% | $7,759-10.5% | $6,711+3.5% |
| Admin fee / account holder | $228 | $12,402-98.2% | $10,764-97.9% | $11,407-98.0% |