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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 | $70,191 | $166,268-57.8% | $165,100-57.5% | $145,897-51.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.89% | 100.52%-83.6pp | 70.21%-53.3pp | 552.29%-535.4pp |
| Employer contribution / active EE | $5,418 | $5,284+2.5% | $4,348+24.6% | $4,663+16.2% |
| Participant deferral / active EE | $13,456 | $6,964+93.2% | $6,035+123.0% | $6,689+101.2% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |