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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 | $94,962 | $168,635-43.7% | $147,617-35.7% | $125,389-24.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 33.26% | 77.65%-44.4pp | 61.98%-28.7pp | 282.24%-249.0pp |
| Employer contribution / active EE | $12,056 | $6,252+92.8% | $5,564+116.7% | $4,866+147.7% |
| Participant deferral / active EE | $10,500 | $5,507+90.7% | $4,895+114.5% | $5,352+96.2% |
| Admin fee / account holder | $174 | $13,580-98.7% | $11,612-98.5% | $9,541-98.2% |