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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 | $86,598 | $178,174-51.4% | $156,181-44.6% | $137,256-36.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.76% | 84.19%-63.4pp | 64.87%-44.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $3,919 | $4,972-21.2% | $4,294-8.7% | $4,156-5.7% |
| Participant deferral / active EE | $11,243 | $6,888+63.2% | $6,132+83.3% | $6,407+75.5% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |