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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 | $61,720 | $162,812-62.1% | $133,971-53.9% | $158,966-61.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 29.87% | 41.94%-12.1pp | 45.09%-15.2pp | 302.95%-273.1pp |
| Employer contribution / active EE | $5,600 | $4,976+12.5% | $3,919+42.9% | $4,762+17.6% |
| Participant deferral / active EE | $19,600 | $5,910+231.6% | $5,047+288.3% | $5,983+227.6% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |