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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 | $20,330 | $211,224-90.4% | $178,505-88.6% | $145,897-86.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 29.29% | 30.28%-1.0pp | 27.16%+2.1pp | 552.29%-523.0pp |
| Employer contribution / active EE | $3,872 | $4,577-15.4% | $3,955-2.1% | $4,663-16.9% |
| Participant deferral / active EE | $7,667 | $6,966+10.1% | $6,280+22.1% | $6,689+14.6% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |