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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 | $84,703 | $183,539-53.9% | $155,556-45.5% | $145,897-41.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.59% | 61.31%-50.7pp | 64.84%-54.3pp | 552.29%-541.7pp |
| Employer contribution / active EE | $5,514 | $5,315+3.7% | $4,675+17.9% | $4,663+18.3% |
| Participant deferral / active EE | $4,668 | $6,467-27.8% | $5,631-17.1% | $6,689-30.2% |
| Admin fee / account holder | $206 | $19,275-98.9% | $15,885-98.7% | $13,390-98.5% |