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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 | $66,374 | $106,749-37.8% | $145,433-54.4% | $82,448-19.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 78.05% | 27.59%+50.5pp | 66.58%+11.5pp | 41.64%+36.4pp |
| Employer contribution / active EE | $9,052 | $3,444+162.8% | $4,554+98.8% | $2,551+254.9% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $193 | $8,390-97.7% | $13,129-98.5% | $7,234-97.3% |