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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 | $38,406 | $112,729-65.9% | $98,716-61.1% | $137,256-72.0% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 42.30% | 38.48%+3.8pp | 31.81%+10.5pp | 220.34%-178.0pp |
| Employer contribution / active EE | $3,400 | $2,725+24.8% | $2,279+49.2% | $4,156-18.2% |
| Participant deferral / active EE | $17,555 | $4,640+278.3% | $4,048+333.7% | $6,407+174.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |