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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 | $59,962 | $154,209-61.1% | $130,062-53.9% | $139,487-57.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.23% | 32.52%-16.3pp | -137.37%+153.6pp | 373.84%-357.6pp |
| Employer contribution / active EE | $8,100 | $5,292+53.1% | $4,322+87.4% | $4,755+70.4% |
| Participant deferral / active EE | $7,578 | $6,709+13.0% | $5,821+30.2% | $6,713+12.9% |
| Admin fee / account holder | $2 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |