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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 | $71,404 | $202,460-64.7% | $169,385-57.8% | $139,456-48.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 27.20% | 532.07%-504.9pp | 405.82%-378.6pp | 373.45%-346.2pp |
| Employer contribution / active EE | $7,500 | $4,691+59.9% | $4,012+87.0% | $4,753+57.8% |
| Participant deferral / active EE | $9,414 | $6,938+35.7% | $6,221+51.3% | $6,711+40.3% |
| Admin fee / account holder | $138 | $10,719-98.7% | $9,011-98.5% | $11,407-98.8% |