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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 | $60,951 | $148,558-59.0% | $135,925-55.2% | $139,427-56.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.47% | 79.22%-61.8pp | 68.25%-50.8pp | 373.27%-355.8pp |
| Employer contribution / active EE | $2,368 | $5,244-54.8% | $4,857-51.2% | $4,752-50.2% |
| Participant deferral / active EE | $4,008 | $8,101-50.5% | $7,759-48.3% | $6,711-40.3% |
| Admin fee / account holder | $0 | $12,401-100.0% | $10,764-100.0% | $11,404-100.0% |