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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 | $75,215 | $166,089-54.7% | $164,928-54.4% | $145,978-48.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.25% | 100.26%-85.0pp | 70.08%-54.8pp | 550.52%-535.3pp |
| Employer contribution / active EE | $3,091 | $5,276-41.4% | $4,343-28.8% | $4,662-33.7% |
| Participant deferral / active EE | $10,375 | $6,961+49.0% | $6,034+72.0% | $6,690+55.1% |
| Admin fee / account holder | $215 | $16,641-98.7% | $12,684-98.3% | $13,400-98.4% |