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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% | $155,567-46.2% | $145,959-42.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.26% | 61.24%-51.0pp | 64.74%-54.5pp | 561.95%-551.7pp |
| Employer contribution / active EE | $5,197 | $5,315-2.2% | $4,674+11.2% | $4,661+11.5% |
| Participant deferral / active EE | $8,456 | $6,464+30.8% | $5,628+50.3% | $6,689+26.4% |
| Admin fee / account holder | $169 | $19,318-99.1% | $15,916-98.9% | $13,398-98.7% |