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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 | $51,842 | $197,603-73.8% | $177,827-70.8% | $158,950-67.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.87% | 58.76%-43.9pp | 48.32%-33.4pp | 302.91%-288.0pp |
| Employer contribution / active EE | $9,415 | $6,698+40.6% | $5,918+59.1% | $4,762+97.7% |
| Participant deferral / active EE | $9,460 | $8,404+12.6% | $7,713+22.6% | $5,983+58.1% |
| Admin fee / account holder | $107 | $15,402-99.3% | $12,429-99.1% | $11,248-99.0% |