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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 | $21,701 | $183,592-88.2% | $155,574-86.1% | $145,877-85.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.33% | 61.37%-52.0pp | 64.87%-55.5pp | 551.28%-542.0pp |
| Employer contribution / active EE | $5,776 | $5,317+8.6% | $4,676+23.5% | $4,663+23.9% |
| Participant deferral / active EE | $5,436 | $6,466-15.9% | $5,629-3.4% | $6,691-18.8% |
| Admin fee / account holder | $18 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |