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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 | $73,060 | $148,629-50.8% | $135,982-46.3% | $139,487-47.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.23% | 79.33%-54.1pp | 68.32%-43.1pp | 373.84%-348.6pp |
| Employer contribution / active EE | $2,863 | $5,247-45.4% | $4,859-41.1% | $4,755-39.8% |
| Participant deferral / active EE | $4,744 | $8,102-41.5% | $7,760-38.9% | $6,713-29.3% |
| Admin fee / account holder | $145 | $12,406-98.8% | $10,767-98.6% | $11,407-98.7% |