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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 | $43,478 | $183,627-76.3% | $155,602-72.1% | $145,978-70.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.66% | 61.32%-43.7pp | 64.81%-47.1pp | 550.52%-532.9pp |
| Employer contribution / active EE | $6,600 | $5,316+24.1% | $4,675+41.2% | $4,662+41.6% |
| Participant deferral / active EE | $7,920 | $6,466+22.5% | $5,629+40.7% | $6,690+18.4% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |