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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 | $201,259-74.1% | $184,200-71.7% | $145,959-64.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.09% | 28.98%-10.9pp | 28.80%-10.7pp | 561.95%-543.9pp |
| Employer contribution / active EE | $2,732 | $7,018-61.1% | $6,424-57.5% | $4,661-41.4% |
| Participant deferral / active EE | $4,999 | $9,806-49.0% | $9,132-45.3% | $6,689-25.3% |
| Admin fee / account holder | $30 | $16,372-99.8% | $13,907-99.8% | $13,398-99.8% |