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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 | $50,651 | $178,174-71.6% | $156,181-67.6% | $137,256-63.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 21.48% | 84.19%-62.7pp | 64.87%-43.4pp | 220.34%-198.9pp |
| Employer contribution / active EE | $8,028 | $4,972+61.5% | $4,294+87.0% | $4,156+93.2% |
| Participant deferral / active EE | $9,510 | $6,888+38.1% | $6,132+55.1% | $6,407+48.4% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |