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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 | $73,641 | $108,911-32.4% | $100,392-26.6% | $145,884-49.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.45% | 58.23%-43.8pp | 49.45%-35.0pp | 551.85%-537.4pp |
| Employer contribution / active EE | $11,635 | $4,420+163.2% | $3,941+195.2% | $4,662+149.6% |
| Participant deferral / active EE | $21,399 | $8,459+153.0% | $8,090+164.5% | $6,690+219.9% |
| Admin fee / account holder | $270 | $9,698-97.2% | $7,904-96.6% | $13,392-98.0% |