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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 | $61,471 | $148,623-58.6% | $135,974-54.8% | $139,466-55.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.41% | 79.30%-61.9pp | 68.30%-50.9pp | 373.66%-356.3pp |
| Employer contribution / active EE | $5,285 | $5,246+0.7% | $4,859+8.8% | $4,754+11.2% |
| Participant deferral / active EE | $5,794 | $8,103-28.5% | $7,760-25.3% | $6,712-13.7% |
| Admin fee / account holder | $126 | $12,406-99.0% | $10,767-98.8% | $11,409-98.9% |