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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 | $110,379-56.3% | $102,412-52.9% | $145,884-66.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 22.31% | 24.84%-2.5pp | 24.94%-2.6pp | 551.85%-529.5pp |
| Employer contribution / active EE | $2,170 | $4,216-48.5% | $3,870-43.9% | $4,662-53.5% |
| Participant deferral / active EE | $8,971 | $5,622+59.6% | $5,060+77.3% | $6,690+34.1% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |