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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 | $209,336-85.3% | $197,124-84.3% | $137,256-77.5% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 24.83% | 48.09%-23.3pp | 44.34%-19.5pp | 220.34%-195.5pp |
| Employer contribution / active EE | $2,000 | $6,591-69.7% | $6,227-67.9% | $4,156-51.9% |
| Participant deferral / active EE | $5,999 | $9,614-37.6% | $9,135-34.3% | $6,407-6.4% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |