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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 | $46,388 | $165,381-72.0% | $149,730-69.0% | $158,966-70.8% |
| Participation rate | 87.0% | 84.6%+2.4pp | 82.5%+4.5pp | 82.0%+5.0pp |
| Annual return | 22.61% | 348.29%-325.7pp | 276.70%-254.1pp | 302.95%-280.3pp |
| Employer contribution / active EE | $2,666 | $5,104-47.8% | $4,645-42.6% | $4,762-44.0% |
| Participant deferral / active EE | $6,550 | $7,182-8.8% | $6,843-4.3% | $5,983+9.5% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |