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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 | $33,283 | $162,136-79.5% | $152,301-78.1% | $154,746-78.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 28.75% | 91.02%-62.3pp | 80.50%-51.8pp | 172.34%-143.6pp |
| Employer contribution / active EE | $9,421 | $4,890+92.6% | $4,624+103.7% | $4,379+115.1% |
| Participant deferral / active EE | $12,398 | $8,341+48.6% | $8,004+54.9% | $6,730+84.2% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |