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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 | $30,482 | $211,239-85.6% | $178,528-82.9% | $145,877-79.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.74% | 30.22%-8.5pp | 27.11%-5.4pp | 551.28%-529.5pp |
| Employer contribution / active EE | $4,160 | $4,570-9.0% | $3,950+5.3% | $4,663-10.8% |
| Participant deferral / active EE | $4,593 | $6,963-34.0% | $6,278-26.8% | $6,691-31.4% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |