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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 | $38,927 | $176,794-78.0% | $146,647-73.5% | $167,553-76.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.46% | 24.04%-13.6pp | 22.75%-12.3pp | 478.89%-468.4pp |
| Employer contribution / active EE | $4,728 | $5,161-8.4% | $4,137+14.3% | $4,840-2.3% |
| Participant deferral / active EE | $8,273 | $6,440+28.5% | $5,506+50.3% | $6,343+30.4% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |