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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 | $53,029 | $148,629-64.3% | $135,982-61.0% | $139,487-62.0% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 27.84% | 79.33%-51.5pp | 68.32%-40.5pp | 373.84%-346.0pp |
| Employer contribution / active EE | $11,472 | $5,247+118.7% | $4,859+136.1% | $4,755+141.3% |
| Participant deferral / active EE | $10,824 | $8,102+33.6% | $7,760+39.5% | $6,713+61.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |