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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 | $79,073 | $148,623-46.8% | $135,974-41.8% | $139,466-43.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.93% | 79.30%-62.4pp | 68.30%-51.4pp | 373.66%-356.7pp |
| Employer contribution / active EE | $2,309 | $5,246-56.0% | $4,859-52.5% | $4,754-51.4% |
| Participant deferral / active EE | $24,114 | $8,103+197.6% | $7,760+210.7% | $6,712+259.3% |
| Admin fee / account holder | $45 | $12,406-99.6% | $10,767-99.6% | $11,409-99.6% |