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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 | $41,261 | $166,131-75.2% | $164,975-75.0% | $145,877-71.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.71% | 100.37%-84.7pp | 70.12%-54.4pp | 551.28%-535.6pp |
| Employer contribution / active EE | $6,249 | $5,276+18.5% | $4,343+43.9% | $4,663+34.0% |
| Participant deferral / active EE | $6,249 | $6,962-10.2% | $6,033+3.6% | $6,691-6.6% |
| Admin fee / account holder | $50 | $16,648-99.7% | $12,688-99.6% | $13,402-99.6% |