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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 | $100,467 | $197,625-49.2% | $177,840-43.5% | $158,966-36.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.48% | 58.76%-39.3pp | 48.32%-28.8pp | 302.95%-283.5pp |
| Employer contribution / active EE | $10,532 | $6,698+57.2% | $5,919+77.9% | $4,762+121.1% |
| Participant deferral / active EE | $4,546 | $8,405-45.9% | $7,714-41.1% | $5,983-24.0% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |