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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 | $21,613 | $115,911-81.4% | $100,530-78.5% | $158,950-86.4% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 42.41% | 34.80%+7.6pp | 30.89%+11.5pp | 302.91%-260.5pp |
| Employer contribution / active EE | $5,550 | $4,104+35.2% | $3,418+62.4% | $4,762+16.5% |
| Participant deferral / active EE | $6,059 | $6,676-9.2% | $6,271-3.4% | $5,983+1.3% |
| Admin fee / account holder | $0 | $10,999-100.0% | $8,083-100.0% | $11,248-100.0% |