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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 | $72,618 | $115,911-37.4% | $100,530-27.8% | $158,950-54.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 38.47% | 34.80%+3.7pp | 30.89%+7.6pp | 302.91%-264.4pp |
| Employer contribution / active EE | $46,500 | $4,104+1033.0% | $3,418+1260.4% | $4,762+876.5% |
| Participant deferral / active EE | $12,405 | $6,676+85.8% | $6,271+97.8% | $5,983+107.3% |
| Admin fee / account holder | $247 | $10,999-97.8% | $8,083-97.0% | $11,248-97.8% |