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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 | $39,067 | $172,111-77.3% | $150,298-74.0% | $137,256-71.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.72% | 69.37%-52.7pp | 62.79%-46.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $5,040 | $4,636+8.7% | $4,154+21.3% | $4,156+21.3% |
| Participant deferral / active EE | $6,930 | $6,166+12.4% | $5,453+27.1% | $6,407+8.2% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |