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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 | $40,010 | $167,533-76.1% | $151,645-73.6% | $134,545-70.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.37%-418.4pp |
| Employer contribution / active EE | $9,301 | $6,828+36.2% | $6,165+50.9% | $4,742+96.2% |
| Participant deferral / active EE | $9,882 | $8,985+10.0% | $8,363+18.2% | $6,401+54.4% |
| Admin fee / account holder | $28 | $13,781-99.8% | $11,614-99.8% | $11,431-99.8% |