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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 | $44,051 | $117,846-62.6% | $102,434-57.0% | $145,884-69.8% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 19.63% | 31.90%-12.3pp | 29.46%-9.8pp | 551.85%-532.2pp |
| Employer contribution / active EE | $4,705 | $3,615+30.2% | $3,023+55.6% | $4,662+0.9% |
| Participant deferral / active EE | $7,454 | $5,733+30.0% | $5,055+47.5% | $6,690+11.4% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |