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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 | $128,624 | $185,883-30.8% | $170,043-24.4% | $139,466-7.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 30.55% | 60.54%-30.0pp | 53.40%-22.9pp | 373.66%-343.1pp |
| Employer contribution / active EE | $4,452 | $7,596-41.4% | $6,790-34.4% | $4,754-6.4% |
| Participant deferral / active EE | $10,202 | $11,626-12.3% | $10,410-2.0% | $6,712+52.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |