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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 | $59,439 | $197,625-69.9% | $177,840-66.6% | $158,966-62.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.34% | 58.76%-50.4pp | 48.32%-40.0pp | 302.95%-294.6pp |
| Employer contribution / active EE | $17,435 | $6,698+160.3% | $5,919+194.6% | $4,762+266.1% |
| Participant deferral / active EE | $16,555 | $8,405+97.0% | $7,714+114.6% | $5,983+176.7% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |