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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 | $68,978 | $183,592-62.4% | $155,574-55.7% | $145,877-52.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.04% | 61.37%-52.3pp | 64.87%-55.8pp | 551.28%-542.2pp |
| Employer contribution / active EE | $6,502 | $5,317+22.3% | $4,676+39.1% | $4,663+39.4% |
| Participant deferral / active EE | $30,060 | $6,466+364.9% | $5,629+434.0% | $6,691+349.3% |
| Admin fee / account holder | $287 | $19,316-98.5% | $15,914-98.2% | $13,402-97.9% |