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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 | $96,475 | $183,592-47.5% | $155,567-38.0% | $145,959-33.9% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 11.53% | 61.24%-49.7pp | 64.74%-53.2pp | 561.95%-550.4pp |
| Employer contribution / active EE | $10,098 | $5,315+90.0% | $4,674+116.0% | $4,661+116.7% |
| Participant deferral / active EE | $9,978 | $6,464+54.4% | $5,628+77.3% | $6,689+49.2% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |