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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 | $42,969 | $176,838-75.7% | $146,685-70.7% | $167,518-74.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 19.15% | 24.04%-4.9pp | 22.75%-3.6pp | 478.71%-459.6pp |
| Employer contribution / active EE | $9,880 | $5,161+91.4% | $4,137+138.8% | $4,838+104.2% |
| Participant deferral / active EE | $6,630 | $6,441+2.9% | $5,507+20.4% | $6,342+4.5% |
| Admin fee / account holder | $19 | $13,262-99.9% | $10,281-99.8% | $12,312-99.8% |