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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 | $42,364 | $135,956-68.8% | $123,894-65.8% | $273,972-84.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 34.34% | 56.63%-22.3pp | 47.52%-13.2pp | 41.46%-7.1pp |
| Employer contribution / active EE | $19,342 | $5,170+274.1% | $4,617+318.9% | $4,869+297.3% |
| Participant deferral / active EE | $11,160 | $6,343+76.0% | $5,984+86.5% | $5,287+111.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |