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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 | $95,272 | $97,125-1.9% | $86,233+10.5% | $137,256-30.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.87% | 74.19%-58.3pp | 61.39%-45.5pp | 220.34%-204.5pp |
| Employer contribution / active EE | $12,199 | $2,841+329.4% | $2,504+387.1% | $4,156+193.5% |
| Participant deferral / active EE | $11,634 | $5,180+124.6% | $4,559+155.2% | $6,407+81.6% |
| Admin fee / account holder | $16 | $9,725-99.8% | $8,342-99.8% | $12,270-99.9% |