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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 | $54,309 | $211,288-74.3% | $178,540-69.6% | $145,884-62.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.58% | 30.27%-13.7pp | 27.15%-10.6pp | 551.85%-535.3pp |
| Employer contribution / active EE | $5,440 | $4,574+18.9% | $3,953+37.6% | $4,662+16.7% |
| Participant deferral / active EE | $11,480 | $6,967+64.8% | $6,281+82.8% | $6,690+71.6% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |