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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 | $79,485 | $167,533-52.6% | $151,645-47.6% | $134,545-40.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 65.23% | 7.81%+57.4pp | 3.34%+61.9pp | 418.37%-353.1pp |
| Employer contribution / active EE | $18,789 | $6,828+175.2% | $6,165+204.8% | $4,742+296.3% |
| Participant deferral / active EE | $15,669 | $8,985+74.4% | $8,363+87.4% | $6,401+144.8% |
| Admin fee / account holder | $20 | $13,781-99.9% | $11,614-99.8% | $11,431-99.8% |