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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 | $92,422 | $201,259-54.1% | $184,200-49.8% | $145,959-36.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 86.80% | 28.98%+57.8pp | 28.80%+58.0pp | 561.95%-475.1pp |
| Employer contribution / active EE | $4,722 | $7,018-32.7% | $6,424-26.5% | $4,661+1.3% |
| Participant deferral / active EE | $10,605 | $9,806+8.1% | $9,132+16.1% | $6,689+58.6% |
| Admin fee / account holder | $76 | $16,372-99.5% | $13,907-99.5% | $13,398-99.4% |