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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 | $69,049 | $172,111-59.9% | $150,298-54.1% | $137,256-49.7% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 25.42% | 69.37%-44.0pp | 62.79%-37.4pp | 220.34%-194.9pp |
| Employer contribution / active EE | $6,600 | $4,636+42.4% | $4,154+58.9% | $4,156+58.8% |
| Participant deferral / active EE | $7,920 | $6,166+28.5% | $5,453+45.3% | $6,407+23.6% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |