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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 | $62,231 | $183,516-66.1% | $155,534-60.0% | $145,884-57.3% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 14.84% | 61.43%-46.6pp | 64.92%-50.1pp | 551.85%-537.0pp |
| Employer contribution / active EE | $8,566 | $5,315+61.2% | $4,675+83.2% | $4,662+83.7% |
| Participant deferral / active EE | $11,574 | $6,467+79.0% | $5,630+105.6% | $6,690+73.0% |
| Admin fee / account holder | $14 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |