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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 | $53,702 | $110,248-51.3% | $95,728-43.9% | $139,456-61.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.05% | 27.16%-10.1pp | 28.40%-11.3pp | 373.45%-356.4pp |
| Employer contribution / active EE | $3,456 | $3,258+6.1% | $2,835+21.9% | $4,753-27.3% |
| Participant deferral / active EE | $13,644 | $4,675+191.8% | $4,245+221.4% | $6,711+103.3% |
| Admin fee / account holder | $0 | $6,607-100.0% | $5,673-100.0% | $11,407-100.0% |