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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 | $69,297 | $185,883-62.7% | $170,043-59.2% | $139,466-50.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.16% | 60.54%-47.4pp | 53.40%-40.2pp | 373.66%-360.5pp |
| Employer contribution / active EE | $16,055 | $7,596+111.4% | $6,790+136.5% | $4,754+237.7% |
| Participant deferral / active EE | $10,867 | $11,626-6.5% | $10,410+4.4% | $6,712+61.9% |
| Admin fee / account holder | $112 | $15,393-99.3% | $12,824-99.1% | $11,409-99.0% |