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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 | $24,920 | $166,242-85.0% | $165,071-84.9% | $145,884-82.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.32% | 100.44%-85.1pp | 70.17%-54.8pp | 551.85%-536.5pp |
| Employer contribution / active EE | $5,269 | $5,283-0.3% | $4,347+21.2% | $4,662+13.0% |
| Participant deferral / active EE | $6,587 | $6,964-5.4% | $6,035+9.1% | $6,690-1.5% |
| Admin fee / account holder | $84 | $16,658-99.5% | $12,695-99.3% | $13,392-99.4% |