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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 | $57,072 | $228,395-75.0% | $185,861-69.3% | $158,982-64.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 31.26% | 40.82%-9.6pp | 35.96%-4.7pp | 302.99%-271.7pp |
| Employer contribution / active EE | $5,578 | $4,968+12.3% | $4,088+36.4% | $4,763+17.1% |
| Participant deferral / active EE | $11,358 | $6,417+77.0% | $5,634+101.6% | $5,983+89.8% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |