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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 | $68,270 | $185,905-63.3% | $170,057-59.9% | $139,487-51.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 45.34% | 60.56%-15.2pp | 53.42%-8.1pp | 373.84%-328.5pp |
| Employer contribution / active EE | $13,919 | $7,597+83.2% | $6,790+105.0% | $4,755+192.7% |
| Participant deferral / active EE | $14,286 | $11,627+22.9% | $10,411+37.2% | $6,713+112.8% |
| Admin fee / account holder | $33 | $15,397-99.8% | $12,826-99.7% | $11,407-99.7% |