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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 | $64,546 | $196,972-67.2% | $182,262-64.6% | $198,609-67.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 50.74% | 158.27%-107.5pp | 140.60%-89.9pp | 202.70%-152.0pp |
| Employer contribution / active EE | $3,512 | $5,364-34.5% | $5,046-30.4% | $5,055-30.5% |
| Participant deferral / active EE | $10,204 | $8,643+18.1% | $8,276+23.3% | $6,977+46.3% |
| Admin fee / account holder | $234 | $18,429-98.7% | $16,712-98.6% | $19,030-98.8% |