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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 | $64,872 | $148,629-56.4% | $135,982-52.3% | $139,487-53.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.62% | 79.33%-59.7pp | 68.32%-48.7pp | 373.84%-354.2pp |
| Employer contribution / active EE | $4,800 | $5,247-8.5% | $4,859-1.2% | $4,755+1.0% |
| Participant deferral / active EE | $16,800 | $8,102+107.3% | $7,760+116.5% | $6,713+150.3% |
| Admin fee / account holder | $226 | $12,406-98.2% | $10,767-97.9% | $11,407-98.0% |