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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 | $64,037 | $185,883-65.5% | $170,043-62.3% | $139,466-54.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.91% | 60.54%-43.6pp | 53.40%-36.5pp | 373.66%-356.8pp |
| Employer contribution / active EE | $28,536 | $7,596+275.7% | $6,790+320.3% | $4,754+500.3% |
| Participant deferral / active EE | $15,000 | $11,626+29.0% | $10,410+44.1% | $6,712+123.5% |
| Admin fee / account holder | $162 | $15,393-98.9% | $12,824-98.7% | $11,409-98.6% |