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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 | $27,247 | $201,370-86.5% | $184,256-85.2% | $145,897-81.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.66% | 29.05%+1.6pp | 28.85%+1.8pp | 552.29%-521.6pp |
| Employer contribution / active EE | $2,879 | $7,024-59.0% | $6,427-55.2% | $4,663-38.3% |
| Participant deferral / active EE | $6,505 | $9,808-33.7% | $9,133-28.8% | $6,689-2.8% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |