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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 | $71,054 | $148,623-52.2% | $135,974-47.7% | $139,466-49.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.07% | 79.30%-60.2pp | 68.30%-49.2pp | 373.66%-354.6pp |
| Employer contribution / active EE | $14,820 | $5,246+182.5% | $4,859+205.0% | $4,754+211.7% |
| Participant deferral / active EE | $10,919 | $8,103+34.8% | $7,760+40.7% | $6,712+62.7% |
| Admin fee / account holder | $258 | $12,406-97.9% | $10,767-97.6% | $11,409-97.7% |