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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 | $35,550 | $201,344-82.3% | $184,243-80.7% | $145,877-75.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.21% | 29.01%-13.8pp | 28.82%-13.6pp | 551.28%-536.1pp |
| Employer contribution / active EE | $2,628 | $7,022-62.6% | $6,427-59.1% | $4,663-43.6% |
| Participant deferral / active EE | $8,002 | $9,807-18.4% | $9,132-12.4% | $6,691+19.6% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |