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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 | $35,483 | $148,623-76.1% | $135,974-73.9% | $139,466-74.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.36% | 79.30%-55.9pp | 68.30%-44.9pp | 373.66%-350.3pp |
| Employer contribution / active EE | $11,667 | $5,246+122.4% | $4,859+140.1% | $4,754+145.4% |
| Participant deferral / active EE | $9,242 | $8,103+14.1% | $7,760+19.1% | $6,712+37.7% |
| Admin fee / account holder | $225 | $12,406-98.2% | $10,767-97.9% | $11,409-98.0% |