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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 | $35,373 | $116,190-69.6% | $93,614-62.2% | $152,885-76.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 16.50% | 35.96%-19.5pp | 32.76%-16.3pp | 345.39%-328.9pp |
| Employer contribution / active EE | $4,186 | $3,219+30.1% | $2,718+54.0% | $4,763-12.1% |
| Participant deferral / active EE | $10,000 | $4,604+117.2% | $4,069+145.8% | $5,851+70.9% |
| Admin fee / account holder | $0 | $10,749-100.0% | $7,889-100.0% | $11,598-100.0% |