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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 | $59,697 | $197,603-69.8% | $177,827-66.4% | $158,950-62.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 29.22% | 58.76%-29.5pp | 48.32%-19.1pp | 302.91%-273.7pp |
| Employer contribution / active EE | $13,914 | $6,698+107.7% | $5,918+135.1% | $4,762+192.2% |
| Participant deferral / active EE | $8,001 | $8,404-4.8% | $7,713+3.7% | $5,983+33.7% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |