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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 | $67,442 | $185,312-63.6% | $161,489-58.2% | $154,746-56.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 28.02% | 103.84%-75.8pp | 89.72%-61.7pp | 172.34%-144.3pp |
| Employer contribution / active EE | $14,581 | $4,769+205.7% | $4,268+241.6% | $4,379+233.0% |
| Participant deferral / active EE | $7,215 | $6,350+13.6% | $5,630+28.2% | $6,730+7.2% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |