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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 | $58,286 | $102,938-43.4% | $94,105-38.1% | $138,895-58.0% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 17.65% | 250.28%-232.6pp | 204.55%-186.9pp | 145.39%-127.7pp |
| Employer contribution / active EE | $5,280 | $2,732+93.3% | $2,504+110.8% | $4,194+25.9% |
| Participant deferral / active EE | $8,140 | $4,196+94.0% | $3,881+109.8% | $6,396+27.3% |
| Admin fee / account holder | $0 | $6,600-100.0% | $6,199-100.0% | $12,562-100.0% |