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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 | $42,707 | $148,623-71.3% | $135,974-68.6% | $139,466-69.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.64% | 79.30%-51.7pp | 68.30%-40.7pp | 373.66%-346.0pp |
| Employer contribution / active EE | $4,100 | $5,246-21.9% | $4,859-15.6% | $4,754-13.8% |
| Participant deferral / active EE | $15,000 | $8,103+85.1% | $7,760+93.3% | $6,712+123.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |