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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 | $65,289 | $185,312-64.8% | $161,489-59.6% | $154,746-57.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.24% | 103.84%-86.6pp | 89.72%-72.5pp | 172.34%-155.1pp |
| Employer contribution / active EE | $9,085 | $4,769+90.5% | $4,268+112.9% | $4,379+107.5% |
| Participant deferral / active EE | $5,704 | $6,350-10.2% | $5,630+1.3% | $6,730-15.2% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |