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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 | $28,830 | $114,237-74.8% | $119,258-75.8% | $167,536-82.8% |
| Participation rate | 92.3% | 83.7%+8.6pp | 82.7%+9.6pp | 82.1%+10.2pp |
| Annual return | 38.74% | 29.87%+8.9pp | 30.69%+8.0pp | 478.82%-440.1pp |
| Employer contribution / active EE | $8,595 | $4,481+91.8% | $4,384+96.0% | $4,839+77.6% |
| Participant deferral / active EE | $11,675 | $6,084+91.9% | $6,111+91.0% | $6,342+84.1% |
| Admin fee / account holder | $0 | $8,932-100.0% | $7,226-100.0% | $12,315-100.0% |