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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 | $67,211 | $160,028-58.0% | $147,080-54.3% | $145,884-53.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.31% | 98.60%-79.3pp | 420.17%-400.9pp | 551.85%-532.5pp |
| Employer contribution / active EE | $4,716 | $5,286-10.8% | $4,933-4.4% | $4,662+1.2% |
| Participant deferral / active EE | $10,303 | $8,422+22.3% | $8,066+27.7% | $6,690+54.0% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |