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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 | $46,488 | $108,942-57.3% | $100,415-53.7% | $145,897-68.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.53% | 58.27%-43.7pp | 49.47%-34.9pp | 552.29%-537.8pp |
| Employer contribution / active EE | $4,473 | $4,422+1.1% | $3,943+13.4% | $4,663-4.1% |
| Participant deferral / active EE | $12,843 | $8,461+51.8% | $8,091+58.7% | $6,689+92.0% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |