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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 | $78,815 | $197,637-60.1% | $177,848-55.7% | $158,982-50.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 34.04% | 58.77%-24.7pp | 48.33%-14.3pp | 302.99%-269.0pp |
| Employer contribution / active EE | $30,000 | $6,698+347.9% | $5,919+406.9% | $4,763+529.9% |
| Participant deferral / active EE | $10,500 | $8,405+24.9% | $7,714+36.1% | $5,983+75.5% |
| Admin fee / account holder | $259 | $15,406-98.3% | $12,431-97.9% | $11,252-97.7% |