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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 | $59,539 | $115,903-48.6% | $100,528-40.8% | $158,966-62.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 478.64% | 34.80%+443.8pp | 30.90%+447.7pp | 302.95%+175.7pp |
| Employer contribution / active EE | $4,133 | $4,105+0.7% | $3,419+20.9% | $4,762-13.2% |
| Participant deferral / active EE | $4,875 | $6,677-27.0% | $6,271-22.3% | $5,983-18.5% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |