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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 | $71,041 | $124,298-42.8% | $109,152-34.9% | $167,497-57.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 44.42% | 26.04%+18.4pp | 25.75%+18.7pp | 478.62%-434.2pp |
| Employer contribution / active EE | $8,124 | $4,208+93.1% | $3,722+118.3% | $4,838+67.9% |
| Participant deferral / active EE | $6,046 | $5,256+15.0% | $4,653+29.9% | $6,341-4.7% |
| Admin fee / account holder | $275 | $7,971-96.5% | $6,753-95.9% | $12,310-97.8% |