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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 | $44,927 | $148,623-69.8% | $135,974-67.0% | $139,466-67.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.35% | 79.30%-65.9pp | 68.30%-55.0pp | 373.66%-360.3pp |
| Employer contribution / active EE | $5,892 | $5,246+12.3% | $4,859+21.3% | $4,754+23.9% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $103 | $12,406-99.2% | $10,767-99.0% | $11,409-99.1% |