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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 | $86,316 | $232,540-62.9% | $185,117-53.4% | $147,586-41.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.41% | 43.03%-24.6pp | 40.50%-22.1pp | 578.59%-560.2pp |
| Employer contribution / active EE | $9,679 | $5,195+86.3% | $4,182+131.5% | $4,876+98.5% |
| Participant deferral / active EE | $15,594 | $5,834+167.3% | $5,045+209.1% | $5,439+186.7% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |