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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 | $71,545 | $148,623-51.9% | $135,974-47.4% | $139,466-48.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.86% | 79.30%-66.4pp | 68.30%-55.4pp | 373.66%-360.8pp |
| Employer contribution / active EE | $7,168 | $5,246+36.6% | $4,859+47.5% | $4,754+50.8% |
| Participant deferral / active EE | $14,611 | $8,103+80.3% | $7,760+88.3% | $6,712+117.7% |
| Admin fee / account holder | $273 | $12,406-97.8% | $10,767-97.5% | $11,409-97.6% |