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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 | $18,993 | $87,546-78.3% | $75,784-74.9% | $125,389-84.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 34.50% | 13.49%+21.0pp | 9.68%+24.8pp | 282.24%-247.7pp |
| Employer contribution / active EE | $7,553 | $3,930+92.2% | $3,323+127.3% | $4,866+55.2% |
| Participant deferral / active EE | $5,608 | $4,230+32.6% | $3,652+53.6% | $5,352+4.8% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |