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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 | $109,685 | $183,627-40.3% | $155,602-29.5% | $145,978-24.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.01% | 61.32%-50.3pp | 64.81%-53.8pp | 550.52%-539.5pp |
| Employer contribution / active EE | $7,366 | $5,316+38.6% | $4,675+57.6% | $4,662+58.0% |
| Participant deferral / active EE | $5,857 | $6,466-9.4% | $5,629+4.1% | $6,690-12.4% |
| Admin fee / account holder | $46 | $19,327-99.8% | $15,923-99.7% | $13,400-99.7% |