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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 | $116,789 | $178,174-34.5% | $156,181-25.2% | $137,256-14.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 23.50% | 84.19%-60.7pp | 64.87%-41.4pp | 220.34%-196.8pp |
| Employer contribution / active EE | $7,416 | $4,972+49.2% | $4,294+72.7% | $4,156+78.4% |
| Participant deferral / active EE | $26,137 | $6,888+279.5% | $6,132+326.2% | $6,407+308.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |