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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 | $41,075 | $165,381-75.2% | $149,730-72.6% | $158,966-74.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 67.00% | 348.29%-281.3pp | 276.70%-209.7pp | 302.95%-235.9pp |
| Employer contribution / active EE | $16,121 | $5,104+215.8% | $4,645+247.0% | $4,762+238.5% |
| Participant deferral / active EE | $13,752 | $7,182+91.5% | $6,843+101.0% | $5,983+129.8% |
| Admin fee / account holder | $7 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |