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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 | $90,304 | $185,883-51.4% | $170,043-46.9% | $139,466-35.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.91% | 60.54%-45.6pp | 53.40%-38.5pp | 373.66%-358.8pp |
| Employer contribution / active EE | $3,033 | $7,596-60.1% | $6,790-55.3% | $4,754-36.2% |
| Participant deferral / active EE | $7,333 | $11,626-36.9% | $10,410-29.6% | $6,712+9.3% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |