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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 | $121,225 | $183,539-34.0% | $155,556-22.1% | $145,897-16.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.39% | 61.31%-51.9pp | 64.84%-55.5pp | 552.29%-542.9pp |
| Employer contribution / active EE | $1,165 | $5,315-78.1% | $4,675-75.1% | $4,663-75.0% |
| Participant deferral / active EE | $6,985 | $6,467+8.0% | $5,631+24.0% | $6,689+4.4% |
| Admin fee / account holder | $11 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |