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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 | $59,977 | $172,111-65.2% | $150,298-60.1% | $137,256-56.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.50% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $14,520 | $4,636+213.2% | $4,154+249.5% | $4,156+249.4% |
| Participant deferral / active EE | $5,178 | $6,166-16.0% | $5,453-5.0% | $6,407-19.2% |
| Admin fee / account holder | $169 | $16,471-99.0% | $14,116-98.8% | $12,270-98.6% |