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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 | $69,007 | $197,625-65.1% | $177,840-61.2% | $158,966-56.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 48.52% | 58.76%-10.2pp | 48.32%+0.2pp | 302.95%-254.4pp |
| Employer contribution / active EE | $16,062 | $6,698+139.8% | $5,919+171.4% | $4,762+237.3% |
| Participant deferral / active EE | $13,528 | $8,405+61.0% | $7,714+75.4% | $5,983+126.1% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |