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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 | $94,386 | $201,372-53.1% | $184,260-48.8% | $145,884-35.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.75% | 29.04%-13.3pp | 28.84%-13.1pp | 551.85%-536.1pp |
| Employer contribution / active EE | $4,877 | $7,024-30.6% | $6,427-24.1% | $4,662+4.6% |
| Participant deferral / active EE | $13,889 | $9,808+41.6% | $9,133+52.1% | $6,690+107.6% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |