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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 | $48,216 | $111,814-56.9% | $103,374-53.4% | $145,959-67.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 22.31% | 24.77%-2.5pp | 24.89%-2.6pp | 561.95%-539.6pp |
| Employer contribution / active EE | $2,170 | $4,214-48.5% | $3,869-43.9% | $4,661-53.4% |
| Participant deferral / active EE | $8,971 | $5,618+59.7% | $5,058+77.4% | $6,689+34.1% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |