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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 | $151,793 | $227,597-33.3% | $189,575-19.9% | $167,536-9.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.56% | 78.44%-62.9pp | 64.19%-48.6pp | 478.82%-463.3pp |
| Employer contribution / active EE | $7,313 | $5,316+37.6% | $4,412+65.7% | $4,839+51.1% |
| Participant deferral / active EE | $19,713 | $7,002+181.5% | $6,174+219.3% | $6,342+210.8% |
| Admin fee / account holder | $62 | $11,877-99.5% | $9,806-99.4% | $12,315-99.5% |