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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 | $76,689 | $183,539-58.2% | $155,556-50.7% | $145,897-47.4% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.2pp | 80.3%+9.2pp |
| Annual return | 17.50% | 61.31%-43.8pp | 64.84%-47.3pp | 552.29%-534.8pp |
| Employer contribution / active EE | $5,728 | $5,315+7.8% | $4,675+22.5% | $4,663+22.8% |
| Participant deferral / active EE | $5,286 | $6,467-18.3% | $5,631-6.1% | $6,689-21.0% |
| Admin fee / account holder | $37 | $19,275-99.8% | $15,885-99.8% | $13,390-99.7% |