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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 | $60,822 | $96,562-37.0% | $80,976-24.9% | $273,968-77.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 70.88% | 15.14%+55.7pp | 17.10%+53.8pp | 41.45%+29.4pp |
| Employer contribution / active EE | $17,652 | $4,868+262.6% | $3,714+375.3% | $4,869+262.6% |
| Participant deferral / active EE | $11,328 | $6,597+71.7% | $5,696+98.9% | $5,287+114.2% |
| Admin fee / account holder | $21 | $7,493-99.7% | $5,516-99.6% | $10,132-99.8% |