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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% | $155,574-38.0% | $145,877-33.9% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 11.53% | 61.37%-49.8pp | 64.87%-53.3pp | 551.28%-539.8pp |
| Employer contribution / active EE | $10,098 | $5,317+89.9% | $4,676+116.0% | $4,663+116.6% |
| Participant deferral / active EE | $9,978 | $6,466+54.3% | $5,629+77.3% | $6,691+49.1% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |