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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 | $85,807 | $157,296-45.4% | $141,191-39.2% | $152,897-43.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.62% | 64.34%-45.7pp | 71.41%-52.8pp | 345.43%-326.8pp |
| Employer contribution / active EE | $10,859 | $5,262+106.3% | $4,736+129.3% | $4,764+128.0% |
| Participant deferral / active EE | $7,084 | $7,111-0.4% | $6,710+5.6% | $5,851+21.1% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |