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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 | $77,516 | $148,582-47.8% | $135,942-43.0% | $139,456-44.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 34.42% | 79.26%-44.8pp | 68.28%-33.9pp | 373.45%-339.0pp |
| Employer contribution / active EE | $25,538 | $5,245+386.9% | $4,858+425.7% | $4,753+437.3% |
| Participant deferral / active EE | $15,750 | $8,101+94.4% | $7,759+103.0% | $6,711+134.7% |
| Admin fee / account holder | $117 | $12,402-99.1% | $10,764-98.9% | $11,407-99.0% |