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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 | $23,708 | $183,516-87.1% | $155,534-84.8% | $145,884-83.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.06% | 61.43%-48.4pp | 64.92%-51.9pp | 551.85%-538.8pp |
| Employer contribution / active EE | $5,562 | $5,315+4.7% | $4,675+19.0% | $4,662+19.3% |
| Participant deferral / active EE | $2,304 | $6,467-64.4% | $5,630-59.1% | $6,690-65.6% |
| Admin fee / account holder | $34 | $19,293-99.8% | $15,900-99.8% | $13,392-99.7% |