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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 | $39,587 | $117,846-66.4% | $102,434-61.4% | $145,884-72.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.32% | 31.90%-11.6pp | 29.46%-9.1pp | 551.85%-531.5pp |
| Employer contribution / active EE | $3,129 | $3,615-13.4% | $3,023+3.5% | $4,662-32.9% |
| Participant deferral / active EE | $6,779 | $5,733+18.2% | $5,055+34.1% | $6,690+1.3% |
| Admin fee / account holder | $20 | $13,356-99.9% | $9,462-99.8% | $13,392-99.9% |