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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 | $33,725 | $148,582-77.3% | $135,942-75.2% | $139,456-75.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.77% | 79.26%-59.5pp | 68.28%-48.5pp | 373.45%-353.7pp |
| Employer contribution / active EE | $7,790 | $5,245+48.5% | $4,858+60.4% | $4,753+63.9% |
| Participant deferral / active EE | $20,278 | $8,101+150.3% | $7,759+161.3% | $6,711+202.1% |
| Admin fee / account holder | $3 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |