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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 | $73,759 | $132,634-44.4% | $115,768-36.3% | $137,256-46.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 23.89% | 160.70%-136.8pp | 100.46%-76.6pp | 220.34%-196.5pp |
| Employer contribution / active EE | $5,549 | $3,360+65.2% | $2,940+88.8% | $4,156+33.5% |
| Participant deferral / active EE | $6,936 | $5,619+23.4% | $4,917+41.1% | $6,407+8.3% |
| Admin fee / account holder | $272 | $15,028-98.2% | $12,439-97.8% | $12,270-97.8% |