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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 | $54,010 | $227,566-76.3% | $189,558-71.5% | $167,518-67.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 22.00% | 78.43%-56.4pp | 64.19%-42.2pp | 478.71%-456.7pp |
| Employer contribution / active EE | $5,835 | $5,316+9.8% | $4,412+32.3% | $4,838+20.6% |
| Participant deferral / active EE | $28,650 | $7,002+309.2% | $6,174+364.1% | $6,342+351.8% |
| Admin fee / account holder | $185 | $11,881-98.4% | $9,809-98.1% | $12,312-98.5% |