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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 | $60,290 | $183,592-67.2% | $155,574-61.2% | $145,877-58.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.81% | 61.37%-44.6pp | 64.87%-48.1pp | 551.28%-534.5pp |
| Employer contribution / active EE | $4,211 | $5,317-20.8% | $4,676-9.9% | $4,663-9.7% |
| Participant deferral / active EE | $9,825 | $6,466+51.9% | $5,629+74.5% | $6,691+46.8% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |