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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 | $54,668 | $228,352-76.1% | $185,827-70.6% | $158,950-65.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 35.46% | 40.81%-5.4pp | 35.96%-0.5pp | 302.91%-267.5pp |
| Employer contribution / active EE | $17,232 | $4,967+247.0% | $4,087+321.6% | $4,762+261.9% |
| Participant deferral / active EE | $8,378 | $6,416+30.6% | $5,633+48.7% | $5,983+40.0% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,248-100.0% |