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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 | $86,638 | $183,627-52.8% | $155,602-44.3% | $145,978-40.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.65% | 61.32%-50.7pp | 64.81%-54.2pp | 550.52%-539.9pp |
| Employer contribution / active EE | $2,622 | $5,316-50.7% | $4,675-43.9% | $4,662-43.7% |
| Participant deferral / active EE | $6,160 | $6,466-4.7% | $5,629+9.4% | $6,690-7.9% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |