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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 | $37,186 | $135,956-72.6% | $123,894-70.0% | $273,972-86.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 14.36% | 56.63%-42.3pp | 47.52%-33.2pp | 41.46%-27.1pp |
| Employer contribution / active EE | $10,469 | $5,170+102.5% | $4,617+126.8% | $4,869+115.0% |
| Participant deferral / active EE | $2,509 | $6,343-60.4% | $5,984-58.1% | $5,287-52.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |