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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 | $102,645 | $227,291-54.8% | $214,702-52.2% | $155,188-33.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 18.77% | 60.08%-41.3pp | 54.55%-35.8pp | 148.84%-130.1pp |
| Employer contribution / active EE | $2,436 | $6,772-64.0% | $6,461-62.3% | $4,248-42.7% |
| Participant deferral / active EE | $10,397 | $9,582+8.5% | $9,147+13.7% | $6,531+59.2% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |