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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 | $55,393 | $211,105-73.8% | $178,449-69.0% | $145,978-62.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 19.42% | 30.19%-10.8pp | 27.09%-7.7pp | 550.52%-531.1pp |
| Employer contribution / active EE | $8,042 | $4,569+76.0% | $3,951+103.6% | $4,662+72.5% |
| Participant deferral / active EE | $20,106 | $6,959+188.9% | $6,277+220.3% | $6,690+200.6% |
| Admin fee / account holder | $0 | $12,017-100.0% | $10,362-100.0% | $13,400-100.0% |