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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 | $71,190 | $148,623-52.1% | $135,974-47.6% | $139,466-49.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.69% | 79.30%-57.6pp | 68.30%-46.6pp | 373.66%-352.0pp |
| Employer contribution / active EE | $11,385 | $5,246+117.0% | $4,859+134.3% | $4,754+139.5% |
| Participant deferral / active EE | $7,528 | $8,103-7.1% | $7,760-3.0% | $6,712+12.2% |
| Admin fee / account holder | $163 | $12,406-98.7% | $10,767-98.5% | $11,409-98.6% |