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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 | $44,136 | $209,336-78.9% | $197,124-77.6% | $137,256-67.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.52% | 48.09%-30.6pp | 44.34%-26.8pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,596 | $6,591-75.8% | $6,227-74.4% | $4,156-61.6% |
| Participant deferral / active EE | $5,426 | $9,614-43.6% | $9,135-40.6% | $6,407-15.3% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |