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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 | $76,747 | $172,111-55.4% | $150,298-48.9% | $137,256-44.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.82% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $13,645 | $4,636+194.3% | $4,154+228.5% | $4,156+228.3% |
| Participant deferral / active EE | $8,667 | $6,166+40.6% | $5,453+58.9% | $6,407+35.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |