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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 | $41,284 | $166,242-75.2% | $165,071-75.0% | $145,884-71.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.60% | 100.44%-85.8pp | 70.17%-55.6pp | 551.85%-537.3pp |
| Employer contribution / active EE | $4,210 | $5,283-20.3% | $4,347-3.2% | $4,662-9.7% |
| Participant deferral / active EE | $7,663 | $6,964+10.0% | $6,035+27.0% | $6,690+14.5% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |