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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 | $41,924 | $69,274-39.5% | $64,097-34.6% | $139,487-69.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.40% | 46.00%-35.6pp | 33.75%-23.3pp | 373.84%-363.4pp |
| Employer contribution / active EE | $4,538 | $3,187+42.4% | $2,750+65.0% | $4,755-4.6% |
| Participant deferral / active EE | $5,898 | $4,685+25.9% | $3,881+52.0% | $6,713-12.1% |
| Admin fee / account holder | $0 | $4,247-100.0% | $3,070-100.0% | $11,407-100.0% |