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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 | $30,863 | $223,823-86.2% | $211,142-85.4% | $154,746-80.1% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 24.83% | 50.39%-25.6pp | 46.84%-22.0pp | 172.34%-147.5pp |
| Employer contribution / active EE | $2,000 | $6,787-70.5% | $6,442-69.0% | $4,379-54.3% |
| Participant deferral / active EE | $5,999 | $9,750-38.5% | $9,284-35.4% | $6,730-10.9% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |