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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 | $25,217 | $183,516-86.3% | $155,534-83.8% | $145,884-82.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.79% | 61.43%-46.6pp | 64.92%-50.1pp | 551.85%-537.1pp |
| Employer contribution / active EE | $12,678 | $5,315+138.6% | $4,675+171.2% | $4,662+171.9% |
| Participant deferral / active EE | $2,114 | $6,467-67.3% | $5,630-62.4% | $6,690-68.4% |
| Admin fee / account holder | $203 | $19,293-98.9% | $15,900-98.7% | $13,392-98.5% |