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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 | $45,416 | $85,024-46.6% | $70,544-35.6% | $139,466-67.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 33.23% | 30.39%+2.8pp | 32.79%+0.4pp | 373.66%-340.4pp |
| Employer contribution / active EE | $10,317 | $3,912+163.7% | $2,976+246.7% | $4,754+117.0% |
| Participant deferral / active EE | $12,433 | $5,891+111.0% | $4,568+172.2% | $6,712+85.2% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |