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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 | $40,578 | $157,276-74.2% | $141,177-71.3% | $152,885-73.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 81.76% | 64.33%+17.4pp | 71.40%+10.4pp | 345.39%-263.6pp |
| Employer contribution / active EE | $8,842 | $5,262+68.1% | $4,736+86.7% | $4,763+85.6% |
| Participant deferral / active EE | $20,574 | $7,110+189.4% | $6,710+206.6% | $5,851+251.6% |
| Admin fee / account holder | $110 | $12,123-99.1% | $10,263-98.9% | $11,598-99.1% |