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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 | $58,770 | $197,603-70.3% | $177,827-67.0% | $158,950-63.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.99% | 58.76%-51.8pp | 48.32%-41.3pp | 302.91%-295.9pp |
| Employer contribution / active EE | $14,477 | $6,698+116.1% | $5,918+144.6% | $4,762+204.0% |
| Participant deferral / active EE | $15,071 | $8,404+79.3% | $7,713+95.4% | $5,983+151.9% |
| Admin fee / account holder | $19 | $15,402-99.9% | $12,429-99.8% | $11,248-99.8% |