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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 | $63,654 | $148,623-57.2% | $135,974-53.2% | $139,466-54.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.34% | 79.30%-58.0pp | 68.30%-47.0pp | 373.66%-352.3pp |
| Employer contribution / active EE | $2,195 | $5,246-58.2% | $4,859-54.8% | $4,754-53.8% |
| Participant deferral / active EE | $4,390 | $8,103-45.8% | $7,760-43.4% | $6,712-34.6% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |