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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 | $52,040 | $201,344-74.2% | $184,243-71.8% | $145,877-64.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.09% | 29.01%-10.9pp | 28.82%-10.7pp | 551.28%-533.2pp |
| Employer contribution / active EE | $2,732 | $7,022-61.1% | $6,427-57.5% | $4,663-41.4% |
| Participant deferral / active EE | $4,999 | $9,807-49.0% | $9,132-45.3% | $6,691-25.3% |
| Admin fee / account holder | $30 | $16,382-99.8% | $13,914-99.8% | $13,402-99.8% |