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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 | $68,355 | $148,582-54.0% | $135,942-49.7% | $139,456-51.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.52% | 79.26%-51.7pp | 68.28%-40.8pp | 373.45%-345.9pp |
| Employer contribution / active EE | $4,000 | $5,245-23.7% | $4,858-17.7% | $4,753-15.8% |
| Participant deferral / active EE | $20,900 | $8,101+158.0% | $7,759+169.4% | $6,711+211.4% |
| Admin fee / account holder | $246 | $12,402-98.0% | $10,764-97.7% | $11,407-97.8% |