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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 | $38,181 | $197,625-80.7% | $177,840-78.5% | $158,966-76.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 16.53% | 58.76%-42.2pp | 48.32%-31.8pp | 302.95%-286.4pp |
| Employer contribution / active EE | $2,597 | $6,698-61.2% | $5,919-56.1% | $4,762-45.5% |
| Participant deferral / active EE | $4,814 | $8,405-42.7% | $7,714-37.6% | $5,983-19.5% |
| Admin fee / account holder | $0 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |