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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 | $107,300 | $172,111-37.7% | $150,298-28.6% | $137,256-21.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 24.15% | 69.37%-45.2pp | 62.79%-38.6pp | 220.34%-196.2pp |
| Employer contribution / active EE | $9,000 | $4,636+94.1% | $4,154+116.7% | $4,156+116.6% |
| Participant deferral / active EE | $25,363 | $6,166+311.4% | $5,453+365.1% | $6,407+295.9% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |