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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 | $85,819 | $197,625-56.6% | $177,840-51.7% | $158,966-46.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 21.79% | 58.76%-37.0pp | 48.32%-26.5pp | 302.95%-281.2pp |
| Employer contribution / active EE | $11,842 | $6,698+76.8% | $5,919+100.1% | $4,762+148.7% |
| Participant deferral / active EE | $10,085 | $8,405+20.0% | $7,714+30.7% | $5,983+68.6% |
| Admin fee / account holder | $4 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |