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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 | $183,516-67.1% | $155,534-61.2% | $145,884-58.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.81% | 61.43%-44.6pp | 64.92%-48.1pp | 551.85%-535.0pp |
| Employer contribution / active EE | $4,211 | $5,315-20.8% | $4,675-9.9% | $4,662-9.7% |
| Participant deferral / active EE | $9,825 | $6,467+51.9% | $5,630+74.5% | $6,690+46.9% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |