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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 | $64,797 | $185,883-65.1% | $170,043-61.9% | $139,466-53.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.27% | 60.54%-34.3pp | 53.40%-27.1pp | 373.66%-347.4pp |
| Employer contribution / active EE | $7,600 | $7,5960% | $6,790+11.9% | $4,754+59.9% |
| Participant deferral / active EE | $21,317 | $11,626+83.4% | $10,410+104.8% | $6,712+217.6% |
| Admin fee / account holder | $42 | $15,393-99.7% | $12,824-99.7% | $11,409-99.6% |