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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 | $51,979 | $162,136-67.9% | $152,301-65.9% | $154,746-66.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 23.74% | 91.02%-67.3pp | 80.50%-56.8pp | 172.34%-148.6pp |
| Employer contribution / active EE | $9,259 | $4,890+89.3% | $4,624+100.2% | $4,379+111.4% |
| Participant deferral / active EE | $14,592 | $8,341+74.9% | $8,004+82.3% | $6,730+116.8% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |