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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 | $95,941 | $148,582-35.4% | $135,942-29.4% | $139,456-31.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.87% | 79.26%-60.4pp | 68.28%-49.4pp | 373.45%-354.6pp |
| Employer contribution / active EE | $8,412 | $5,245+60.4% | $4,858+73.2% | $4,753+77.0% |
| Participant deferral / active EE | $14,629 | $8,101+80.6% | $7,759+88.5% | $6,711+118.0% |
| Admin fee / account holder | $46 | $12,402-99.6% | $10,764-99.6% | $11,407-99.6% |