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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 | $77,304 | $115,917-33.3% | $100,535-23.1% | $158,982-51.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 94.23% | 34.80%+59.4pp | 30.90%+63.3pp | 302.99%-208.8pp |
| Employer contribution / active EE | $35,629 | $4,105+767.9% | $3,419+942.2% | $4,763+648.1% |
| Participant deferral / active EE | $22,390 | $6,677+235.3% | $6,271+257.0% | $5,983+274.2% |
| Admin fee / account holder | $170 | $11,002-98.5% | $8,085-97.9% | $11,252-98.5% |