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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 | $41,811 | $178,174-76.5% | $156,181-73.2% | $137,256-69.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 21.27% | 84.19%-62.9pp | 64.87%-43.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $3,141 | $4,972-36.8% | $4,294-26.9% | $4,156-24.4% |
| Participant deferral / active EE | $6,460 | $6,888-6.2% | $6,132+5.3% | $6,407+0.8% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |