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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 | $67,279 | $115,814-41.9% | $101,275-33.6% | $158,982-57.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.73% | 56.16%-32.4pp | 46.48%-22.7pp | 302.99%-279.3pp |
| Employer contribution / active EE | $11,000 | $4,176+163.4% | $3,660+200.5% | $4,763+131.0% |
| Participant deferral / active EE | $2,504 | $4,958-49.5% | $4,371-42.7% | $5,983-58.1% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |