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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 | $56,286 | $149,741-62.4% | $118,914-52.7% | $158,982-64.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 28.07% | 19.94%+8.1pp | 35.89%-7.8pp | 302.99%-274.9pp |
| Employer contribution / active EE | $5,984 | $4,119+45.3% | $3,264+83.3% | $4,763+25.6% |
| Participant deferral / active EE | $11,266 | $5,226+115.6% | $4,266+164.1% | $5,983+88.3% |
| Admin fee / account holder | $0 | $8,607-100.0% | $6,582-100.0% | $11,252-100.0% |