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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 | $43,374 | $124,314-65.1% | $109,163-60.3% | $167,518-74.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 37.83% | 26.04%+11.8pp | 25.75%+12.1pp | 478.71%-440.9pp |
| Employer contribution / active EE | $5,523 | $4,209+31.2% | $3,723+48.4% | $4,838+14.1% |
| Participant deferral / active EE | $11,505 | $5,256+118.9% | $4,654+147.2% | $6,342+81.4% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |