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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 | $72,682 | $183,516-60.4% | $155,534-53.3% | $145,884-50.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.31% | 61.43%-39.1pp | 64.92%-42.6pp | 551.85%-529.5pp |
| Employer contribution / active EE | $3,303 | $5,315-37.9% | $4,675-29.3% | $4,662-29.2% |
| Participant deferral / active EE | $11,755 | $6,467+81.8% | $5,630+108.8% | $6,690+75.7% |
| Admin fee / account holder | $10 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |