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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 | $212,386-80.0% | $199,883-78.7% | $138,895-69.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 21.12% | 47.75%-26.6pp | 43.81%-22.7pp | 145.39%-124.3pp |
| Employer contribution / active EE | $4,201 | $6,625-36.6% | $6,261-32.9% | $4,194+0.2% |
| Participant deferral / active EE | $7,064 | $9,617-26.6% | $9,138-22.7% | $6,396+10.4% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |