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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 | $40,293 | $209,336-80.8% | $197,124-79.6% | $137,256-70.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.07% | 48.09%-27.0pp | 44.34%-23.3pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,940 | $6,591-55.4% | $6,227-52.8% | $4,156-29.2% |
| Participant deferral / active EE | $9,760 | $9,614+1.5% | $9,135+6.8% | $6,407+52.3% |
| Admin fee / account holder | $227 | $17,308-98.7% | $16,298-98.6% | $12,270-98.1% |