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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 | $90,514 | $185,905-51.3% | $170,057-46.8% | $139,487-35.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.91% | 60.56%-41.6pp | 53.42%-34.5pp | 373.84%-354.9pp |
| Employer contribution / active EE | $4,331 | $7,597-43.0% | $6,790-36.2% | $4,755-8.9% |
| Participant deferral / active EE | $13,570 | $11,627+16.7% | $10,411+30.3% | $6,713+102.2% |
| Admin fee / account holder | $289 | $15,397-98.1% | $12,826-97.7% | $11,407-97.5% |