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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 | $40,273 | $183,627-78.1% | $155,602-74.1% | $145,978-72.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.00% | 61.32%-44.3pp | 64.81%-47.8pp | 550.52%-533.5pp |
| Employer contribution / active EE | $1,313 | $5,316-75.3% | $4,675-71.9% | $4,662-71.8% |
| Participant deferral / active EE | $9,483 | $6,466+46.7% | $5,629+68.5% | $6,690+41.8% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |