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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 | $45,212 | $118,488-61.8% | $98,462-54.1% | $139,487-67.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 79.31% | 18.96%+60.4pp | 21.17%+58.1pp | 373.84%-294.5pp |
| Employer contribution / active EE | $3,687 | $3,611+2.1% | $3,049+20.9% | $4,755-22.5% |
| Participant deferral / active EE | $10,029 | $5,393+86.0% | $4,738+111.7% | $6,713+49.4% |
| Admin fee / account holder | $42 | $13,868-99.7% | $8,875-99.5% | $11,407-99.6% |