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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 | $51,969 | $148,629-65.0% | $135,982-61.8% | $139,487-62.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 32.79% | 79.33%-46.5pp | 68.32%-35.5pp | 373.84%-341.1pp |
| Employer contribution / active EE | $6,199 | $5,247+18.1% | $4,859+27.6% | $4,755+30.4% |
| Participant deferral / active EE | $5,207 | $8,102-35.7% | $7,760-32.9% | $6,713-22.4% |
| Admin fee / account holder | $261 | $12,406-97.9% | $10,767-97.6% | $11,407-97.7% |