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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 | $43,488 | $148,629-70.7% | $135,982-68.0% | $139,487-68.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.21% | 79.33%-58.1pp | 68.32%-47.1pp | 373.84%-352.6pp |
| Employer contribution / active EE | $2,269 | $5,247-56.7% | $4,859-53.3% | $4,755-52.3% |
| Participant deferral / active EE | $14,931 | $8,102+84.3% | $7,760+92.4% | $6,713+122.4% |
| Admin fee / account holder | $160 | $12,406-98.7% | $10,767-98.5% | $11,407-98.6% |