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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 | $30,531 | $201,344-84.8% | $184,243-83.4% | $145,877-79.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 39.05% | 29.01%+10.0pp | 28.82%+10.2pp | 551.28%-512.2pp |
| Employer contribution / active EE | $13,487 | $7,022+92.0% | $6,427+109.8% | $4,663+189.2% |
| Participant deferral / active EE | $8,890 | $9,807-9.3% | $9,132-2.7% | $6,691+32.9% |
| Admin fee / account holder | $14 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |