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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 | $106,055 | $185,905-43.0% | $170,057-37.6% | $139,487-24.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 43.72% | 60.56%-16.8pp | 53.42%-9.7pp | 373.84%-330.1pp |
| Employer contribution / active EE | $5,801 | $7,597-23.6% | $6,790-14.6% | $4,755+22.0% |
| Participant deferral / active EE | $10,051 | $11,627-13.5% | $10,411-3.5% | $6,713+49.7% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |