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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 | $148,582-76.1% | $135,942-73.9% | $139,456-74.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.36% | 79.26%-55.9pp | 68.28%-44.9pp | 373.45%-350.1pp |
| Employer contribution / active EE | $11,667 | $5,245+122.4% | $4,858+140.2% | $4,753+145.5% |
| Participant deferral / active EE | $9,242 | $8,101+14.1% | $7,759+19.1% | $6,711+37.7% |
| Admin fee / account holder | $225 | $12,402-98.2% | $10,764-97.9% | $11,407-98.0% |