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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 | $73,045 | $152,619-52.1% | $125,195-41.7% | $152,909-52.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 15.59% | 54.85%-39.3pp | 43.79%-28.2pp | 345.46%-329.9pp |
| Employer contribution / active EE | $8,103 | $4,947+63.8% | $3,866+109.6% | $4,764+70.1% |
| Participant deferral / active EE | $9,857 | $5,869+68.0% | $4,937+99.6% | $5,851+68.5% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |