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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 | $89,415 | $183,516-51.3% | $155,534-42.5% | $145,884-38.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.56% | 61.43%-46.9pp | 64.92%-50.4pp | 551.85%-537.3pp |
| Employer contribution / active EE | $10,597 | $5,315+99.4% | $4,675+126.7% | $4,662+127.3% |
| Participant deferral / active EE | $7,675 | $6,467+18.7% | $5,630+36.3% | $6,690+14.7% |
| Admin fee / account holder | $21 | $19,293-99.9% | $15,900-99.9% | $13,392-99.8% |