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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 | $36,097 | $228,395-84.2% | $185,861-80.6% | $158,982-77.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 31.36% | 40.82%-9.5pp | 35.96%-4.6pp | 302.99%-271.6pp |
| Employer contribution / active EE | $5,797 | $4,968+16.7% | $4,088+41.8% | $4,763+21.7% |
| Participant deferral / active EE | $11,414 | $6,417+77.9% | $5,634+102.6% | $5,983+90.8% |
| Admin fee / account holder | $20 | $11,869-99.8% | $9,503-99.8% | $11,252-99.8% |