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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 | $50,769 | $217,432-76.7% | $185,851-72.7% | $167,553-69.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.91% | 148.43%-132.5pp | 122.11%-106.2pp | 478.89%-463.0pp |
| Employer contribution / active EE | $3,677 | $5,874-37.4% | $5,168-28.9% | $4,840-24.0% |
| Participant deferral / active EE | $11,266 | $6,357+77.2% | $5,569+102.3% | $6,343+77.6% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |