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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 | $72,701 | $185,883-60.9% | $170,043-57.2% | $139,466-47.9% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 21.10% | 60.54%-39.4pp | 53.40%-32.3pp | 373.66%-352.6pp |
| Employer contribution / active EE | $11,261 | $7,596+48.2% | $6,790+65.9% | $4,754+136.9% |
| Participant deferral / active EE | $25,011 | $11,626+115.1% | $10,410+140.3% | $6,712+272.6% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |