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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 | $61,752 | $157,276-60.7% | $141,177-56.3% | $152,885-59.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.20% | 64.33%-45.1pp | 71.40%-52.2pp | 345.39%-326.2pp |
| Employer contribution / active EE | $11,409 | $5,262+116.8% | $4,736+140.9% | $4,763+139.5% |
| Participant deferral / active EE | $2,721 | $7,110-61.7% | $6,710-59.5% | $5,851-53.5% |
| Admin fee / account holder | $20 | $12,123-99.8% | $10,263-99.8% | $11,598-99.8% |