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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 | $57,344 | $197,637-71.0% | $177,848-67.8% | $158,982-63.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 26.34% | 58.77%-32.4pp | 48.33%-22.0pp | 302.99%-276.7pp |
| Employer contribution / active EE | $13,528 | $6,698+102.0% | $5,919+128.6% | $4,763+184.0% |
| Participant deferral / active EE | $10,898 | $8,405+29.7% | $7,714+41.3% | $5,983+82.1% |
| Admin fee / account holder | $20 | $15,406-99.9% | $12,431-99.8% | $11,252-99.8% |