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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 | $201,344-86.5% | $184,243-85.2% | $145,877-81.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 30.66% | 29.01%+1.7pp | 28.82%+1.8pp | 551.28%-520.6pp |
| Employer contribution / active EE | $2,879 | $7,022-59.0% | $6,427-55.2% | $4,663-38.3% |
| Participant deferral / active EE | $6,505 | $9,807-33.7% | $9,132-28.8% | $6,691-2.8% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |