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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 | $84,397 | $183,539-54.0% | $155,556-45.7% | $145,897-42.2% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 12.75% | 61.31%-48.6pp | 64.84%-52.1pp | 552.29%-539.5pp |
| Employer contribution / active EE | $10,079 | $5,315+89.6% | $4,675+115.6% | $4,663+116.2% |
| Participant deferral / active EE | $6,833 | $6,467+5.7% | $5,631+21.4% | $6,689+2.2% |
| Admin fee / account holder | $40 | $19,275-99.8% | $15,885-99.7% | $13,390-99.7% |