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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 | $38,580 | $105,856-63.6% | $90,161-57.2% | $147,585-73.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 54.65% | 37.63%+17.0pp | 34.89%+19.8pp | 578.58%-523.9pp |
| Employer contribution / active EE | $11,769 | $4,126+185.2% | $3,318+254.7% | $4,876+141.3% |
| Participant deferral / active EE | $8,117 | $5,733+41.6% | $5,287+53.5% | $5,439+49.2% |
| Admin fee / account holder | $14 | $8,046-99.8% | $5,943-99.8% | $10,886-99.9% |