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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 | $91,438 | $162,136-43.6% | $152,301-40.0% | $154,746-40.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 24.95% | 91.02%-66.1pp | 80.50%-55.6pp | 172.34%-147.4pp |
| Employer contribution / active EE | $3,750 | $4,890-23.3% | $4,624-18.9% | $4,379-14.4% |
| Participant deferral / active EE | $16,500 | $8,341+97.8% | $8,004+106.2% | $6,730+145.2% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |