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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 | $42,532 | $209,336-79.7% | $197,124-78.4% | $137,256-69.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.12% | 48.09%-27.0pp | 44.34%-23.2pp | 220.34%-199.2pp |
| Employer contribution / active EE | $4,201 | $6,591-36.3% | $6,227-32.5% | $4,156+1.1% |
| Participant deferral / active EE | $7,064 | $9,614-26.5% | $9,135-22.7% | $6,407+10.3% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |