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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 | $89,884 | $185,883-51.6% | $170,043-47.1% | $139,466-35.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 29.18% | 60.54%-31.4pp | 53.40%-24.2pp | 373.66%-344.5pp |
| Employer contribution / active EE | $12,913 | $7,596+70.0% | $6,790+90.2% | $4,754+171.6% |
| Participant deferral / active EE | $12,307 | $11,626+5.9% | $10,410+18.2% | $6,712+83.4% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |