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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 | $63,630 | $172,111-63.0% | $150,298-57.7% | $137,256-53.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 25.03% | 69.37%-44.3pp | 62.79%-37.8pp | 220.34%-195.3pp |
| Employer contribution / active EE | $8,648 | $4,636+86.5% | $4,154+108.2% | $4,156+108.1% |
| Participant deferral / active EE | $7,023 | $6,166+13.9% | $5,453+28.8% | $6,407+9.6% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |