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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 | $51,631 | $124,330-58.5% | $109,173-52.7% | $167,536-69.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.61% | 26.04%-14.4pp | 25.75%-14.1pp | 478.82%-467.2pp |
| Employer contribution / active EE | $7,395 | $4,209+75.7% | $3,723+98.6% | $4,839+52.8% |
| Participant deferral / active EE | $7,093 | $5,256+34.9% | $4,654+52.4% | $6,342+11.8% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |