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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 | $64,820 | $239,571-72.9% | $183,328-64.6% | $137,256-52.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 19.63% | 35.69%-16.1pp | 29.67%-10.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,142 | $6,148-65.2% | $5,055-57.6% | $4,156-48.5% |
| Participant deferral / active EE | $10,648 | $7,995+33.2% | $6,795+56.7% | $6,407+66.2% |
| Admin fee / account holder | $0 | $30,059-100.0% | $21,427-100.0% | $12,270-100.0% |