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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 | $77,580 | $201,372-61.5% | $184,260-57.9% | $145,884-46.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 32.41% | 29.04%+3.4pp | 28.84%+3.6pp | 551.85%-519.4pp |
| Employer contribution / active EE | $1,474 | $7,024-79.0% | $6,427-77.1% | $4,662-68.4% |
| Participant deferral / active EE | $9,634 | $9,808-1.8% | $9,133+5.5% | $6,690+44.0% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |