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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 | $45,896 | $148,623-69.1% | $135,974-66.2% | $139,466-67.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.68% | 79.30%-63.6pp | 68.30%-52.6pp | 373.66%-358.0pp |
| Employer contribution / active EE | $3,214 | $5,246-38.7% | $4,859-33.9% | $4,754-32.4% |
| Participant deferral / active EE | $11,802 | $8,103+45.7% | $7,760+52.1% | $6,712+75.8% |
| Admin fee / account holder | $8 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |