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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 | $183,627-54.4% | $155,602-46.2% | $145,978-42.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.26% | 61.32%-51.1pp | 64.81%-54.5pp | 550.52%-540.3pp |
| Employer contribution / active EE | $5,197 | $5,316-2.2% | $4,675+11.2% | $4,662+11.5% |
| Participant deferral / active EE | $8,456 | $6,466+30.8% | $5,629+50.2% | $6,690+26.4% |
| Admin fee / account holder | $169 | $19,327-99.1% | $15,923-98.9% | $13,400-98.7% |