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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 | $113,399 | $183,516-38.2% | $155,534-27.1% | $145,884-22.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.28% | 61.43%-45.1pp | 64.92%-48.6pp | 551.85%-535.6pp |
| Employer contribution / active EE | $9,455 | $5,315+77.9% | $4,675+102.3% | $4,662+102.8% |
| Participant deferral / active EE | $6,694 | $6,467+3.5% | $5,630+18.9% | $6,690+0.1% |
| Admin fee / account holder | $221 | $19,293-98.9% | $15,900-98.6% | $13,392-98.3% |