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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 | $139,418 | $57,073+144.3% | $85,126+63.8% | $80,925+72.3% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 64.21% | 21.69%+42.5pp | 66.63%-2.4pp | 35.65%+28.6pp |
| Employer contribution / active EE | $12,929 | $1,801+618.0% | $2,731+373.4% | $2,756+369.1% |
| Participant deferral / active EE | $3,564 | $3,113+14.5% | $4,523-21.2% | $4,299-17.1% |
| Admin fee / account holder | $20 | $4,988-99.6% | $6,160-99.7% | $6,940-99.7% |