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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 | $30,825 | $107,941-71.4% | $91,994-66.5% | $152,909-79.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 25.15% | 89.28%-64.1pp | 69.04%-43.9pp | 345.46%-320.3pp |
| Employer contribution / active EE | $4,684 | $4,212+11.2% | $3,453+35.7% | $4,764-1.7% |
| Participant deferral / active EE | $9,043 | $6,366+42.1% | $5,924+52.7% | $5,851+54.5% |
| Admin fee / account holder | $247 | $10,521-97.7% | $7,744-96.8% | $11,601-97.9% |