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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 | $32,558 | $148,582-78.1% | $135,942-76.1% | $139,456-76.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 104.47% | 79.26%+25.2pp | 68.28%+36.2pp | 373.45%-269.0pp |
| Employer contribution / active EE | $5,338 | $5,245+1.8% | $4,858+9.9% | $4,753+12.3% |
| Participant deferral / active EE | $21,590 | $8,101+166.5% | $7,759+178.3% | $6,711+221.7% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |