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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 | $43,053 | $172,111-75.0% | $150,298-71.4% | $137,256-68.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 27.48% | 69.37%-41.9pp | 62.79%-35.3pp | 220.34%-192.9pp |
| Employer contribution / active EE | $6,840 | $4,636+47.5% | $4,154+64.7% | $4,156+64.6% |
| Participant deferral / active EE | $15,950 | $6,166+158.7% | $5,453+192.5% | $6,407+149.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |