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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 | $61,495 | $135,956-54.8% | $123,894-50.4% | $273,972-77.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 81.72% | 56.63%+25.1pp | 47.52%+34.2pp | 41.46%+40.3pp |
| Employer contribution / active EE | $18,398 | $5,170+255.9% | $4,617+298.5% | $4,869+277.9% |
| Participant deferral / active EE | $13,248 | $6,343+108.9% | $5,984+121.4% | $5,287+150.6% |
| Admin fee / account holder | $16 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |