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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 | $97,040 | $185,856-47.8% | $170,028-42.9% | $139,456-30.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.46% | 60.52%-39.1pp | 53.39%-31.9pp | 373.45%-352.0pp |
| Employer contribution / active EE | $13,906 | $7,593+83.1% | $6,788+104.9% | $4,753+192.6% |
| Participant deferral / active EE | $10,021 | $11,623-13.8% | $10,409-3.7% | $6,711+49.3% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |