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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 | $84,411 | $226,135-62.7% | $182,558-53.8% | $152,909-44.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 13.87% | 192.60%-178.7pp | 148.59%-134.7pp | 345.46%-331.6pp |
| Employer contribution / active EE | $960 | $4,979-80.7% | $4,076-76.4% | $4,764-79.8% |
| Participant deferral / active EE | $21,425 | $6,371+236.3% | $5,526+287.7% | $5,851+266.2% |
| Admin fee / account holder | $125 | $10,707-98.8% | $8,594-98.5% | $11,601-98.9% |