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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 | $38,074 | $115,225-67.0% | $100,712-62.2% | $138,895-72.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 44.31% | 40.35%+4.0pp | 33.27%+11.0pp | 145.39%-101.1pp |
| Employer contribution / active EE | $4,860 | $2,771+75.4% | $2,313+110.1% | $4,194+15.9% |
| Participant deferral / active EE | $23,720 | $4,699+404.8% | $4,085+480.6% | $6,396+270.8% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |