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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 | $60,147 | $227,399-73.5% | $189,758-68.3% | $198,609-69.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.78% | 61.03%-43.2pp | 52.62%-34.8pp | 202.70%-184.9pp |
| Employer contribution / active EE | $7,205 | $5,526+30.4% | $4,767+51.2% | $5,055+42.5% |
| Participant deferral / active EE | $12,000 | $6,837+75.5% | $5,856+104.9% | $6,977+72.0% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |