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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 | $128,501 | $183,592-30.0% | $155,574-17.4% | $145,877-11.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.37% | 61.37%-43.0pp | 64.87%-46.5pp | 551.28%-532.9pp |
| Employer contribution / active EE | $8,799 | $5,317+65.5% | $4,676+88.2% | $4,663+88.7% |
| Participant deferral / active EE | $17,530 | $6,466+171.1% | $5,629+211.4% | $6,691+162.0% |
| Admin fee / account holder | $210 | $19,316-98.9% | $15,914-98.7% | $13,402-98.4% |