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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 | $48,894 | $168,635-71.0% | $147,617-66.9% | $125,389-61.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 7.46% | 77.65%-70.2pp | 61.98%-54.5pp | 282.24%-274.8pp |
| Employer contribution / active EE | $15,000 | $6,252+139.9% | $5,564+169.6% | $4,866+208.3% |
| Participant deferral / active EE | $9,000 | $5,507+63.4% | $4,895+83.8% | $5,352+68.2% |
| Admin fee / account holder | $130 | $13,580-99.0% | $11,612-98.9% | $9,541-98.6% |