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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 | $68,582 | $148,623-53.9% | $135,974-49.6% | $139,466-50.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.43% | 79.30%-63.9pp | 68.30%-52.9pp | 373.66%-358.2pp |
| Employer contribution / active EE | $2,567 | $5,246-51.1% | $4,859-47.2% | $4,754-46.0% |
| Participant deferral / active EE | $13,298 | $8,103+64.1% | $7,760+71.4% | $6,712+98.1% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |