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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 | $83,732 | $183,592-54.4% | $155,574-46.2% | $145,877-42.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.26% | 61.37%-51.1pp | 64.87%-54.6pp | 551.28%-541.0pp |
| Employer contribution / active EE | $5,197 | $5,317-2.3% | $4,676+11.1% | $4,663+11.4% |
| Participant deferral / active EE | $8,456 | $6,466+30.8% | $5,629+50.2% | $6,691+26.4% |
| Admin fee / account holder | $169 | $19,316-99.1% | $15,914-98.9% | $13,402-98.7% |