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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 | $75,795 | $118,488-36.0% | $98,462-23.0% | $139,487-45.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 77.82% | 18.96%+58.9pp | 21.17%+56.6pp | 373.84%-296.0pp |
| Employer contribution / active EE | $8,750 | $3,611+142.3% | $3,049+187.0% | $4,755+84.0% |
| Participant deferral / active EE | $16,042 | $5,393+197.5% | $4,738+238.5% | $6,713+139.0% |
| Admin fee / account holder | $261 | $13,868-98.1% | $8,875-97.1% | $11,407-97.7% |