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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 | $49,595 | $138,076-64.1% | $123,553-59.9% | $135,380-63.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 23.19% | 153.70%-130.5pp | 119.21%-96.0pp | 519.81%-496.6pp |
| Employer contribution / active EE | $2,802 | $5,152-45.6% | $4,628-39.5% | $4,779-41.4% |
| Participant deferral / active EE | $5,826 | $6,800-14.3% | $6,426-9.3% | $5,609+3.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |