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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 | $53,666 | $183,592-70.8% | $155,567-65.5% | $145,959-63.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.66% | 61.24%-48.6pp | 64.74%-52.1pp | 561.95%-549.3pp |
| Employer contribution / active EE | $6,787 | $5,315+27.7% | $4,674+45.2% | $4,661+45.6% |
| Participant deferral / active EE | $4,652 | $6,464-28.0% | $5,628-17.3% | $6,689-30.4% |
| Admin fee / account holder | $19 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |