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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 | $79,894 | $185,905-57.0% | $170,057-53.0% | $139,487-42.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.79% | 60.56%-40.8pp | 53.42%-33.6pp | 373.84%-354.1pp |
| Employer contribution / active EE | $11,053 | $7,597+45.5% | $6,790+62.8% | $4,755+132.5% |
| Participant deferral / active EE | $11,421 | $11,627-1.8% | $10,411+9.7% | $6,713+70.1% |
| Admin fee / account holder | $292 | $15,397-98.1% | $12,826-97.7% | $11,407-97.4% |