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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 | $27,051 | $148,629-81.8% | $135,982-80.1% | $139,487-80.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 36.98% | 79.33%-42.4pp | 68.32%-31.3pp | 373.84%-336.9pp |
| Employer contribution / active EE | $5,255 | $5,247+0.2% | $4,859+8.1% | $4,755+10.5% |
| Participant deferral / active EE | $10,416 | $8,102+28.6% | $7,760+34.2% | $6,713+55.2% |
| Admin fee / account holder | $79 | $12,406-99.4% | $10,767-99.3% | $11,407-99.3% |