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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 | $45,876 | $116,190-60.5% | $93,614-51.0% | $152,885-70.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 26.08% | 35.96%-9.9pp | 32.76%-6.7pp | 345.39%-319.3pp |
| Employer contribution / active EE | $4,323 | $3,219+34.3% | $2,718+59.0% | $4,763-9.2% |
| Participant deferral / active EE | $4,326 | $4,604-6.0% | $4,069+6.3% | $5,851-26.1% |
| Admin fee / account holder | $0 | $10,749-100.0% | $7,889-100.0% | $11,598-100.0% |