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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 | $201,370-74.2% | $184,256-71.8% | $145,897-64.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.09% | 29.05%-11.0pp | 28.85%-10.8pp | 552.29%-534.2pp |
| Employer contribution / active EE | $2,732 | $7,024-61.1% | $6,427-57.5% | $4,663-41.4% |
| Participant deferral / active EE | $4,999 | $9,808-49.0% | $9,133-45.3% | $6,689-25.3% |
| Admin fee / account holder | $30 | $16,364-99.8% | $13,899-99.8% | $13,390-99.8% |