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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 | $53,732 | $185,905-71.1% | $170,057-68.4% | $139,487-61.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.66% | 60.56%-40.9pp | 53.42%-33.8pp | 373.84%-354.2pp |
| Employer contribution / active EE | $21,790 | $7,597+186.8% | $6,790+220.9% | $4,755+358.3% |
| Participant deferral / active EE | $14,042 | $11,627+20.8% | $10,411+34.9% | $6,713+109.2% |
| Admin fee / account holder | $271 | $15,397-98.2% | $12,826-97.9% | $11,407-97.6% |