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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 | $46,655 | $209,336-77.7% | $197,124-76.3% | $137,256-66.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.68% | 48.09%-23.4pp | 44.34%-19.7pp | 220.34%-195.7pp |
| Employer contribution / active EE | $7,596 | $6,591+15.3% | $6,227+22.0% | $4,156+82.8% |
| Participant deferral / active EE | $10,908 | $9,614+13.5% | $9,135+19.4% | $6,407+70.3% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |