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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 | $121,928 | $183,539-33.6% | $155,556-21.6% | $145,897-16.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.38% | 61.31%-45.9pp | 64.84%-49.5pp | 552.29%-536.9pp |
| Employer contribution / active EE | $4,324 | $5,315-18.6% | $4,675-7.5% | $4,663-7.3% |
| Participant deferral / active EE | $17,051 | $6,467+163.7% | $5,631+202.8% | $6,689+154.9% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |