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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 | $60,746 | $197,625-69.3% | $177,840-65.8% | $158,966-61.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 121.90% | 58.76%+63.1pp | 48.32%+73.6pp | 302.95%-181.1pp |
| Employer contribution / active EE | $16,837 | $6,698+151.4% | $5,919+184.5% | $4,762+253.5% |
| Participant deferral / active EE | $16,811 | $8,405+100.0% | $7,714+117.9% | $5,983+181.0% |
| Admin fee / account holder | $248 | $15,405-98.4% | $12,431-98.0% | $11,250-97.8% |