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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 | $70,905 | $183,592-61.4% | $155,574-54.4% | $145,877-51.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.50% | 61.37%-38.9pp | 64.87%-42.4pp | 551.28%-528.8pp |
| Employer contribution / active EE | $19,212 | $5,317+261.3% | $4,676+310.9% | $4,663+312.0% |
| Participant deferral / active EE | $7,685 | $6,466+18.8% | $5,629+36.5% | $6,691+14.9% |
| Admin fee / account holder | $20 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |