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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 | $79,143 | $117,846-32.8% | $102,434-22.7% | $145,884-45.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 43.16% | 31.90%+11.3pp | 29.46%+13.7pp | 551.85%-508.7pp |
| Employer contribution / active EE | $3,444 | $3,615-4.7% | $3,023+13.9% | $4,662-26.1% |
| Participant deferral / active EE | $5,846 | $5,733+2.0% | $5,055+15.6% | $6,690-12.6% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |