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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 | $64,251 | $157,296-59.2% | $141,191-54.5% | $152,897-58.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 35.55% | 64.34%-28.8pp | 71.41%-35.9pp | 345.43%-309.9pp |
| Employer contribution / active EE | $3,068 | $5,262-41.7% | $4,736-35.2% | $4,764-35.6% |
| Participant deferral / active EE | $13,567 | $7,111+90.8% | $6,710+102.2% | $5,851+131.9% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |