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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 | $22,773 | $135,956-83.2% | $123,894-81.6% | $273,972-91.7% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 14.27% | 56.63%-42.4pp | 47.52%-33.3pp | 41.46%-27.2pp |
| Employer contribution / active EE | $3,049 | $5,170-41.0% | $4,617-34.0% | $4,869-37.4% |
| Participant deferral / active EE | $9,404 | $6,343+48.3% | $5,984+57.1% | $5,287+77.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |