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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 | $36,893 | $197,637-81.3% | $177,848-79.3% | $158,982-76.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.28% | 58.77%-48.5pp | 48.33%-38.0pp | 302.99%-292.7pp |
| Employer contribution / active EE | $3,752 | $6,698-44.0% | $5,919-36.6% | $4,763-21.2% |
| Participant deferral / active EE | $14,687 | $8,405+74.7% | $7,714+90.4% | $5,983+145.5% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |