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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 | $54,315 | $103,387-47.5% | $87,102-37.6% | $152,885-64.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 29.35% | 28.10%+1.3pp | 28.19%+1.2pp | 345.39%-316.0pp |
| Employer contribution / active EE | $3,940 | $3,221+22.3% | $2,521+56.3% | $4,763-17.3% |
| Participant deferral / active EE | $10,095 | $4,778+111.3% | $4,048+149.4% | $5,851+72.5% |
| Admin fee / account holder | $18 | $12,193-99.9% | $7,491-99.8% | $11,598-99.8% |