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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 | $92,686 | $209,336-55.7% | $197,124-53.0% | $137,256-32.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.01% | 48.09%-27.1pp | 44.34%-23.3pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,888 | $6,591-56.2% | $6,227-53.6% | $4,156-30.5% |
| Participant deferral / active EE | $6,696 | $9,614-30.4% | $9,135-26.7% | $6,407+4.5% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |