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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 | $56,551 | $148,623-61.9% | $135,974-58.4% | $139,466-59.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.91% | 79.30%-64.4pp | 68.30%-53.4pp | 373.66%-358.8pp |
| Employer contribution / active EE | $5,289 | $5,246+0.8% | $4,859+8.9% | $4,754+11.3% |
| Participant deferral / active EE | $5,804 | $8,103-28.4% | $7,760-25.2% | $6,712-13.5% |
| Admin fee / account holder | $170 | $12,406-98.6% | $10,767-98.4% | $11,409-98.5% |