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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 | $55,830 | $183,592-69.6% | $155,567-64.1% | $145,959-61.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 36.40% | 61.24%-24.8pp | 64.74%-28.3pp | 561.95%-525.6pp |
| Employer contribution / active EE | $13,252 | $5,315+149.4% | $4,674+183.5% | $4,661+184.3% |
| Participant deferral / active EE | $8,617 | $6,464+33.3% | $5,628+53.1% | $6,689+28.8% |
| Admin fee / account holder | $181 | $19,318-99.1% | $15,916-98.9% | $13,398-98.6% |