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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 | $51,657 | $209,336-75.3% | $197,124-73.8% | $137,256-62.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.61% | 48.09%-31.5pp | 44.34%-27.7pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,500 | $6,591-46.9% | $6,227-43.8% | $4,156-15.8% |
| Participant deferral / active EE | $8,937 | $9,614-7.0% | $9,135-2.2% | $6,407+39.5% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |