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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 | $315,200-79.4% | $238,191-72.8% | $155,188-58.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.1%+22.9pp | 80.8%+19.2pp |
| Annual return | 19.63% | 10.25%+9.4pp | 13.02%+6.6pp | 148.84%-129.2pp |
| Employer contribution / active EE | $2,142 | $6,383-66.4% | $5,082-57.8% | $4,248-49.6% |
| Participant deferral / active EE | $10,648 | $8,044+32.4% | $6,726+58.3% | $6,531+63.0% |
| Admin fee / account holder | $0 | $48,031-100.0% | $34,582-100.0% | $14,480-100.0% |