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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 | $42,804 | $251,004-82.9% | $191,597-77.7% | $138,895-69.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 76.9%+23.1pp | 79.9%+20.1pp |
| Annual return | 103.17% | 31.05%+72.1pp | 27.07%+76.1pp | 145.39%-42.2pp |
| Employer contribution / active EE | $7,767 | $6,226+24.7% | $5,025+54.6% | $4,194+85.2% |
| Participant deferral / active EE | $7,760 | $8,154-4.8% | $6,850+13.3% | $6,396+21.3% |
| Admin fee / account holder | $0 | $31,471-100.0% | $22,799-100.0% | $12,562-100.0% |