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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 | $45,619 | $183,539-75.1% | $155,556-70.7% | $145,897-68.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.82% | 61.31%-47.5pp | 64.84%-51.0pp | 552.29%-538.5pp |
| Employer contribution / active EE | $4,172 | $5,315-21.5% | $4,675-10.8% | $4,663-10.5% |
| Participant deferral / active EE | $5,518 | $6,467-14.7% | $5,631-2.0% | $6,689-17.5% |
| Admin fee / account holder | $209 | $19,275-98.9% | $15,885-98.7% | $13,390-98.4% |