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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 | $24,452 | $148,623-83.5% | $135,974-82.0% | $139,466-82.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.71% | 79.30%-61.6pp | 68.30%-50.6pp | 373.66%-356.0pp |
| Employer contribution / active EE | $3,074 | $5,246-41.4% | $4,859-36.7% | $4,754-35.3% |
| Participant deferral / active EE | $10,463 | $8,103+29.1% | $7,760+34.8% | $6,712+55.9% |
| Admin fee / account holder | $242 | $12,406-98.1% | $10,767-97.8% | $11,409-97.9% |