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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 | $66,220 | $157,296-57.9% | $141,191-53.1% | $152,897-56.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.59% | 64.34%-40.8pp | 71.41%-47.8pp | 345.43%-321.8pp |
| Employer contribution / active EE | $7,501 | $5,262+42.5% | $4,736+58.4% | $4,764+57.5% |
| Participant deferral / active EE | $6,240 | $7,111-12.2% | $6,710-7.0% | $5,851+6.6% |
| Admin fee / account holder | $49 | $12,125-99.6% | $10,264-99.5% | $11,599-99.6% |