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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 | $40,523 | $201,344-79.9% | $184,243-78.0% | $145,877-72.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.66% | 29.01%-15.3pp | 28.82%-15.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $4,777 | $7,022-32.0% | $6,427-25.7% | $4,663+2.4% |
| Participant deferral / active EE | $11,574 | $9,807+18.0% | $9,132+26.7% | $6,691+73.0% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |