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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 | $61,334 | $201,370-69.5% | $184,256-66.7% | $145,897-58.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.16% | 29.05%-17.9pp | 28.85%-17.7pp | 552.29%-541.1pp |
| Employer contribution / active EE | $3,960 | $7,024-43.6% | $6,427-38.4% | $4,663-15.1% |
| Participant deferral / active EE | $11,397 | $9,808+16.2% | $9,133+24.8% | $6,689+70.4% |
| Admin fee / account holder | $104 | $16,364-99.4% | $13,899-99.3% | $13,390-99.2% |