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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 | $56,922 | $157,304-63.8% | $141,197-59.7% | $152,909-62.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.61% | 64.34%-41.7pp | 71.41%-48.8pp | 345.46%-322.9pp |
| Employer contribution / active EE | $2,230 | $5,263-57.6% | $4,736-52.9% | $4,764-53.2% |
| Participant deferral / active EE | $17,686 | $7,111+148.7% | $6,710+163.6% | $5,851+202.2% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |