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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 | $110,844 | $197,625-43.9% | $177,840-37.7% | $158,966-30.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 58.33% | 58.76%-0.4pp | 48.32%+10.0pp | 302.95%-244.6pp |
| Employer contribution / active EE | $28,532 | $6,698+326.0% | $5,919+382.1% | $4,762+499.1% |
| Participant deferral / active EE | $11,463 | $8,405+36.4% | $7,714+48.6% | $5,983+91.6% |
| Admin fee / account holder | $85 | $15,405-99.4% | $12,431-99.3% | $11,250-99.2% |