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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 | $183,516-40.2% | $155,534-29.5% | $145,884-24.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.01% | 61.43%-50.4pp | 64.92%-53.9pp | 551.85%-540.8pp |
| Employer contribution / active EE | $7,366 | $5,315+38.6% | $4,675+57.6% | $4,662+58.0% |
| Participant deferral / active EE | $5,857 | $6,467-9.4% | $5,630+4.0% | $6,690-12.4% |
| Admin fee / account holder | $46 | $19,293-99.8% | $15,900-99.7% | $13,392-99.7% |