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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 | $47,774 | $148,623-67.9% | $135,974-64.9% | $139,466-65.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 31.83% | 79.30%-47.5pp | 68.30%-36.5pp | 373.66%-341.8pp |
| Employer contribution / active EE | $1,832 | $5,246-65.1% | $4,859-62.3% | $4,754-61.5% |
| Participant deferral / active EE | $9,441 | $8,103+16.5% | $7,760+21.7% | $6,712+40.7% |
| Admin fee / account holder | $24 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |