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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 | $65,289 | $227,399-71.3% | $189,758-65.6% | $198,609-67.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.24% | 61.03%-43.8pp | 52.62%-35.4pp | 202.70%-185.5pp |
| Employer contribution / active EE | $9,085 | $5,526+64.4% | $4,767+90.6% | $5,055+79.7% |
| Participant deferral / active EE | $5,704 | $6,837-16.6% | $5,856-2.6% | $6,977-18.2% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |