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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 | $39,253 | $148,629-73.6% | $135,982-71.1% | $139,487-71.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.29% | 79.33%-54.0pp | 68.32%-43.0pp | 373.84%-348.6pp |
| Employer contribution / active EE | $8,933 | $5,247+70.3% | $4,859+83.8% | $4,755+87.9% |
| Participant deferral / active EE | $7,343 | $8,102-9.4% | $7,760-5.4% | $6,713+9.4% |
| Admin fee / account holder | $234 | $12,406-98.1% | $10,767-97.8% | $11,407-97.9% |