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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 | $66,026 | $157,304-58.0% | $141,197-53.2% | $152,909-56.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 35.13% | 64.34%-29.2pp | 71.41%-36.3pp | 345.46%-310.3pp |
| Employer contribution / active EE | $6,361 | $5,263+20.9% | $4,736+34.3% | $4,764+33.5% |
| Participant deferral / active EE | $5,587 | $7,111-21.4% | $6,710-16.7% | $5,851-4.5% |
| Admin fee / account holder | $180 | $12,126-98.5% | $10,265-98.2% | $11,601-98.4% |