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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 | $31,911 | $165,939-80.8% | $122,354-73.9% | $147,586-78.4% |
| Participation rate | 94.1% | 79.6%+14.5pp | 71.6%+22.5pp | 82.8%+11.3pp |
| Annual return | 20.52% | 34.56%-14.0pp | 30.28%-9.8pp | 578.59%-558.1pp |
| Employer contribution / active EE | $5,562 | $5,754-3.3% | $4,051+37.3% | $4,876+14.1% |
| Participant deferral / active EE | $3,687 | $4,005-8.0% | $3,287+12.2% | $5,439-32.2% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |