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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 | $148,629-59.0% | $135,982-55.2% | $139,487-56.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.47% | 79.33%-61.9pp | 68.32%-50.9pp | 373.84%-356.4pp |
| Employer contribution / active EE | $2,368 | $5,247-54.9% | $4,859-51.3% | $4,755-50.2% |
| Participant deferral / active EE | $4,008 | $8,102-50.5% | $7,760-48.4% | $6,713-40.3% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |