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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 | $49,565 | $178,174-72.2% | $156,181-68.3% | $137,256-63.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 22.30% | 84.19%-61.9pp | 64.87%-42.6pp | 220.34%-198.0pp |
| Employer contribution / active EE | $2,815 | $4,972-43.4% | $4,294-34.4% | $4,156-32.3% |
| Participant deferral / active EE | $9,989 | $6,888+45.0% | $6,132+62.9% | $6,407+55.9% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |