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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 | $73,849 | $152,612-51.6% | $125,192-41.0% | $152,897-51.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 34.70% | 54.85%-20.1pp | 43.79%-9.1pp | 345.43%-310.7pp |
| Employer contribution / active EE | $30,665 | $4,947+519.9% | $3,866+693.2% | $4,764+543.8% |
| Participant deferral / active EE | $14,615 | $5,868+149.0% | $4,937+196.0% | $5,851+149.8% |
| Admin fee / account holder | $149 | $13,437-98.9% | $9,704-98.5% | $11,599-98.7% |