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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 | $48,712 | $197,625-75.4% | $177,840-72.6% | $158,966-69.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.38% | 58.76%-43.4pp | 48.32%-32.9pp | 302.95%-287.6pp |
| Employer contribution / active EE | $9,360 | $6,698+39.7% | $5,919+58.1% | $4,762+96.5% |
| Participant deferral / active EE | $4,947 | $8,405-41.1% | $7,714-35.9% | $5,983-17.3% |
| Admin fee / account holder | $219 | $15,405-98.6% | $12,431-98.2% | $11,250-98.1% |