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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 | $84,237 | $183,592-54.1% | $155,574-45.9% | $145,877-42.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.06% | 61.37%-42.3pp | 64.87%-45.8pp | 551.28%-532.2pp |
| Employer contribution / active EE | $4,073 | $5,317-23.4% | $4,676-12.9% | $4,663-12.7% |
| Participant deferral / active EE | $7,700 | $6,466+19.1% | $5,629+36.8% | $6,691+15.1% |
| Admin fee / account holder | $3 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |