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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 | $93,632 | $172,111-45.6% | $150,298-37.7% | $137,256-31.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 26.78% | 69.37%-42.6pp | 62.79%-36.0pp | 220.34%-193.6pp |
| Employer contribution / active EE | $2,000 | $4,636-56.9% | $4,154-51.9% | $4,156-51.9% |
| Participant deferral / active EE | $23,000 | $6,166+273.0% | $5,453+321.8% | $6,407+259.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |