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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 | $47,856 | $162,812-70.6% | $133,971-64.3% | $158,966-69.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 22.17% | 41.94%-19.8pp | 45.09%-22.9pp | 302.95%-280.8pp |
| Employer contribution / active EE | $3,768 | $4,976-24.3% | $3,919-3.8% | $4,762-20.9% |
| Participant deferral / active EE | $7,894 | $5,910+33.6% | $5,047+56.4% | $5,983+31.9% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |