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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 | $39,010 | $148,582-73.7% | $135,942-71.3% | $139,456-72.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.36% | 79.26%-54.9pp | 68.28%-43.9pp | 373.45%-349.1pp |
| Employer contribution / active EE | $3,420 | $5,245-34.8% | $4,858-29.6% | $4,753-28.1% |
| Participant deferral / active EE | $3,586 | $8,101-55.7% | $7,759-53.8% | $6,711-46.6% |
| Admin fee / account holder | $20 | $12,402-99.8% | $10,764-99.8% | $11,407-99.8% |