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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 | $63,190 | $183,516-65.6% | $155,534-59.4% | $145,884-56.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.10% | 61.43%-39.3pp | 64.92%-42.8pp | 551.85%-529.7pp |
| Employer contribution / active EE | $15,870 | $5,315+198.6% | $4,675+239.5% | $4,662+240.4% |
| Participant deferral / active EE | $7,500 | $6,467+16.0% | $5,630+33.2% | $6,690+12.1% |
| Admin fee / account holder | $270 | $19,293-98.6% | $15,900-98.3% | $13,392-98.0% |