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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 | $61,812 | $166,131-62.8% | $164,975-62.5% | $145,877-57.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.64% | 100.37%-76.7pp | 70.12%-46.5pp | 551.28%-527.6pp |
| Employer contribution / active EE | $12,342 | $5,276+133.9% | $4,343+184.2% | $4,663+164.7% |
| Participant deferral / active EE | $16,003 | $6,962+129.9% | $6,033+165.2% | $6,691+139.2% |
| Admin fee / account holder | $12 | $16,648-99.9% | $12,688-99.9% | $13,402-99.9% |