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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 | $110,934 | $183,592-39.6% | $155,574-28.7% | $145,877-24.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.30% | 61.37%-49.1pp | 64.87%-52.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $5,324 | $5,317+0.1% | $4,676+13.9% | $4,663+14.2% |
| Participant deferral / active EE | $5,660 | $6,466-12.5% | $5,629+0.6% | $6,691-15.4% |
| Admin fee / account holder | $167 | $19,316-99.1% | $15,914-98.9% | $13,402-98.8% |