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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 | $66,641 | $148,623-55.2% | $135,974-51.0% | $139,466-52.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 31.22% | 79.30%-48.1pp | 68.30%-37.1pp | 373.66%-342.4pp |
| Employer contribution / active EE | $7,013 | $5,246+33.7% | $4,859+44.3% | $4,754+47.5% |
| Participant deferral / active EE | $18,911 | $8,103+133.4% | $7,760+143.7% | $6,712+181.7% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |