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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 | $38,860 | $115,903-66.5% | $100,528-61.3% | $158,966-75.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 0.00% | 34.80%-34.8pp | 30.90%-30.9pp | 302.95%-302.9pp |
| Employer contribution / active EE | $5,993 | $4,105+46.0% | $3,419+75.3% | $4,762+25.8% |
| Participant deferral / active EE | $17,459 | $6,677+161.5% | $6,271+178.4% | $5,983+191.8% |
| Admin fee / account holder | $81 | $11,000-99.3% | $8,084-99.0% | $11,250-99.3% |