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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 | $64,262 | $148,623-56.8% | $135,974-52.7% | $139,466-53.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 31.49% | 79.30%-47.8pp | 68.30%-36.8pp | 373.66%-342.2pp |
| Employer contribution / active EE | $1,408 | $5,246-73.2% | $4,859-71.0% | $4,754-70.4% |
| Participant deferral / active EE | $6,385 | $8,103-21.2% | $7,760-17.7% | $6,712-4.9% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |