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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 | $61,611 | $176,077-65.0% | $159,455-61.4% | $167,518-63.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.92% | 331.83%-310.9pp | 263.63%-242.7pp | 478.71%-457.8pp |
| Employer contribution / active EE | $3,697 | $5,298-30.2% | $4,830-23.5% | $4,838-23.6% |
| Participant deferral / active EE | $10,100 | $7,751+30.3% | $7,353+37.4% | $6,342+59.3% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |