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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 | $183,592-38.2% | $155,574-27.1% | $145,877-22.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.28% | 61.37%-45.1pp | 64.87%-48.6pp | 551.28%-535.0pp |
| Employer contribution / active EE | $9,455 | $5,317+77.8% | $4,676+102.2% | $4,663+102.8% |
| Participant deferral / active EE | $6,694 | $6,466+3.5% | $5,629+18.9% | $6,6910% |
| Admin fee / account holder | $221 | $19,316-98.9% | $15,914-98.6% | $13,402-98.4% |