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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 | $27,382 | $148,623-81.6% | $135,974-79.9% | $139,466-80.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.97% | 79.30%-63.3pp | 68.30%-52.3pp | 373.66%-357.7pp |
| Employer contribution / active EE | $4,903 | $5,246-6.5% | $4,859+0.9% | $4,754+3.1% |
| Participant deferral / active EE | $3,166 | $8,103-60.9% | $7,760-59.2% | $6,712-52.8% |
| Admin fee / account holder | $3 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |