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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 | $183,592-53.9% | $155,567-45.6% | $145,959-42.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.59% | 61.24%-50.7pp | 64.74%-54.1pp | 561.95%-551.4pp |
| Employer contribution / active EE | $5,514 | $5,315+3.8% | $4,674+18.0% | $4,661+18.3% |
| Participant deferral / active EE | $4,668 | $6,464-27.8% | $5,628-17.1% | $6,689-30.2% |
| Admin fee / account holder | $206 | $19,318-98.9% | $15,916-98.7% | $13,398-98.5% |