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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 | $51,179 | $185,883-72.5% | $170,043-69.9% | $139,466-63.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.05% | 60.54%-39.5pp | 53.40%-32.4pp | 373.66%-352.6pp |
| Employer contribution / active EE | $17,354 | $7,596+128.5% | $6,790+155.6% | $4,754+265.0% |
| Participant deferral / active EE | $13,221 | $11,626+13.7% | $10,410+27.0% | $6,712+97.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |