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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 | $66,637 | $185,905-64.2% | $170,057-60.8% | $139,487-52.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 65.36% | 60.56%+4.8pp | 53.42%+11.9pp | 373.84%-308.5pp |
| Employer contribution / active EE | $19,933 | $7,597+162.4% | $6,790+193.5% | $4,755+319.2% |
| Participant deferral / active EE | $20,509 | $11,627+76.4% | $10,411+97.0% | $6,713+205.5% |
| Admin fee / account holder | $257 | $15,397-98.3% | $12,826-98.0% | $11,407-97.7% |