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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 | $95,852 | $157,296-39.1% | $141,191-32.1% | $152,897-37.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.91% | 64.34%-45.4pp | 71.41%-52.5pp | 345.43%-326.5pp |
| Employer contribution / active EE | $17,733 | $5,262+237.0% | $4,736+274.4% | $4,764+272.3% |
| Participant deferral / active EE | $4,378 | $7,111-38.4% | $6,710-34.7% | $5,851-25.2% |
| Admin fee / account holder | $6 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |