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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 | $21,360 | $148,623-85.6% | $135,974-84.3% | $139,466-84.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 32.85% | 79.30%-46.5pp | 68.30%-35.5pp | 373.66%-340.8pp |
| Employer contribution / active EE | $5,631 | $5,246+7.3% | $4,859+15.9% | $4,754+18.4% |
| Participant deferral / active EE | $14,449 | $8,103+78.3% | $7,760+86.2% | $6,712+115.3% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |