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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 | $110,338 | $152,619-27.7% | $125,195-11.9% | $152,909-27.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 43.48% | 54.85%-11.4pp | 43.79%-0.3pp | 345.46%-302.0pp |
| Employer contribution / active EE | $7,621 | $4,947+54.0% | $3,866+97.1% | $4,764+60.0% |
| Participant deferral / active EE | $9,867 | $5,869+68.1% | $4,937+99.8% | $5,851+68.6% |
| Admin fee / account holder | $24 | $13,437-99.8% | $9,704-99.8% | $11,601-99.8% |