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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 | $76,965 | $157,304-51.1% | $141,197-45.5% | $152,909-49.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 57.93% | 64.34%-6.4pp | 71.41%-13.5pp | 345.46%-287.5pp |
| Employer contribution / active EE | $38,240 | $5,263+626.6% | $4,736+707.4% | $4,764+702.7% |
| Participant deferral / active EE | $13,049 | $7,111+83.5% | $6,710+94.5% | $5,851+123.0% |
| Admin fee / account holder | $15 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |