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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 | $33,711 | $201,264-83.3% | $184,185-81.7% | $145,978-76.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.63% | 29.00%-14.4pp | 28.81%-14.2pp | 550.52%-535.9pp |
| Employer contribution / active EE | $2,232 | $7,021-68.2% | $6,426-65.3% | $4,662-52.1% |
| Participant deferral / active EE | $17,514 | $9,806+78.6% | $9,132+91.8% | $6,690+161.8% |
| Admin fee / account holder | $64 | $16,376-99.6% | $13,909-99.5% | $13,400-99.5% |