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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 | $37,940 | $148,623-74.5% | $135,974-72.1% | $139,466-72.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.55% | 79.30%-57.7pp | 68.30%-46.8pp | 373.66%-352.1pp |
| Employer contribution / active EE | $18,729 | $5,246+257.0% | $4,859+285.4% | $4,754+294.0% |
| Participant deferral / active EE | $14,947 | $8,103+84.5% | $7,760+92.6% | $6,712+122.7% |
| Admin fee / account holder | $86 | $12,406-99.3% | $10,767-99.2% | $11,409-99.2% |