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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 | $64,885 | $166,268-61.0% | $165,100-60.7% | $145,897-55.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.67% | 100.52%-86.9pp | 70.21%-56.5pp | 552.29%-538.6pp |
| Employer contribution / active EE | $2,795 | $5,284-47.1% | $4,348-35.7% | $4,663-40.1% |
| Participant deferral / active EE | $6,235 | $6,964-10.5% | $6,035+3.3% | $6,689-6.8% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |