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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 | $70,679 | $156,616-54.9% | $133,346-47.0% | $198,609-64.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 18.39% | 44.25%-25.9pp | 36.85%-18.5pp | 202.70%-184.3pp |
| Employer contribution / active EE | $2,624 | $3,368-22.1% | $2,853-8.0% | $5,055-48.1% |
| Participant deferral / active EE | $14,552 | $4,920+195.8% | $4,332+235.9% | $6,977+108.6% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |