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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 | $44,699 | $197,625-77.4% | $177,840-74.9% | $158,966-71.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 76.39% | 58.76%+17.6pp | 48.32%+28.1pp | 302.95%-226.6pp |
| Employer contribution / active EE | $4,346 | $6,698-35.1% | $5,919-26.6% | $4,762-8.8% |
| Participant deferral / active EE | $11,263 | $8,405+34.0% | $7,714+46.0% | $5,983+88.2% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |