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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 | $63,354 | $148,582-57.4% | $135,942-53.4% | $139,456-54.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.22% | 79.26%-59.0pp | 68.28%-48.1pp | 373.45%-353.2pp |
| Employer contribution / active EE | $13,438 | $5,245+156.2% | $4,858+176.6% | $4,753+182.7% |
| Participant deferral / active EE | $6,500 | $8,101-19.8% | $7,759-16.2% | $6,711-3.1% |
| Admin fee / account holder | $193 | $12,402-98.4% | $10,764-98.2% | $11,407-98.3% |