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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 | $91,254 | $227,566-59.9% | $189,558-51.9% | $167,518-45.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 18.58% | 78.43%-59.8pp | 64.19%-45.6pp | 478.71%-460.1pp |
| Employer contribution / active EE | $8,102 | $5,316+52.4% | $4,412+83.6% | $4,838+67.4% |
| Participant deferral / active EE | $15,944 | $7,002+127.7% | $6,174+158.3% | $6,342+151.4% |
| Admin fee / account holder | $1 | $11,881-100.0% | $9,809-100.0% | $12,312-100.0% |