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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 | $54,060 | $183,539-70.5% | $155,556-65.2% | $145,897-62.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.75% | 61.31%-45.6pp | 64.84%-49.1pp | 552.29%-536.5pp |
| Employer contribution / active EE | $2,378 | $5,315-55.3% | $4,675-49.1% | $4,663-49.0% |
| Participant deferral / active EE | $8,277 | $6,467+28.0% | $5,631+47.0% | $6,689+23.7% |
| Admin fee / account holder | $6 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |