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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 | $79,160 | $105,200-24.8% | $159,474-50.4% | $85,847-7.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 33.42% | 45.08%-11.7pp | 263.68%-230.3pp | 318.61%-285.2pp |
| Employer contribution / active EE | $10,979 | $3,319+230.8% | $4,831+127.3% | $2,565+328.0% |
| Participant deferral / active EE | $10,435 | $5,946+75.5% | $7,353+41.9% | $3,952+164.0% |
| Admin fee / account holder | $99 | $6,934-98.6% | $10,802-99.1% | $6,261-98.4% |