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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 | $42,335 | $148,582-71.5% | $135,942-68.9% | $139,456-69.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 35.45% | 79.26%-43.8pp | 68.28%-32.8pp | 373.45%-338.0pp |
| Employer contribution / active EE | $6,372 | $5,245+21.5% | $4,858+31.2% | $4,753+34.1% |
| Participant deferral / active EE | $18,863 | $8,101+132.8% | $7,759+143.1% | $6,711+181.1% |
| Admin fee / account holder | $42 | $12,402-99.7% | $10,764-99.6% | $11,407-99.6% |