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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 | $52,938 | $183,627-71.2% | $155,602-66.0% | $145,978-63.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.46% | 61.32%-45.9pp | 64.81%-49.4pp | 550.52%-535.1pp |
| Employer contribution / active EE | $12,972 | $5,316+144.0% | $4,675+177.5% | $4,662+178.3% |
| Participant deferral / active EE | $9,200 | $6,466+42.3% | $5,629+63.4% | $6,690+37.5% |
| Admin fee / account holder | $211 | $19,327-98.9% | $15,923-98.7% | $13,400-98.4% |