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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 | $138,421 | $172,111-19.6% | $150,298-7.9% | $137,256+0.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 20.83% | 69.37%-48.5pp | 62.79%-42.0pp | 220.34%-199.5pp |
| Employer contribution / active EE | $8,861 | $4,636+91.1% | $4,154+113.3% | $4,156+113.2% |
| Participant deferral / active EE | $8,861 | $6,166+43.7% | $5,453+62.5% | $6,407+38.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |