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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 | $43,157 | $201,372-78.6% | $184,260-76.6% | $145,884-70.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.99% | 29.04%-13.0pp | 28.84%-12.8pp | 551.85%-535.9pp |
| Employer contribution / active EE | $3,367 | $7,024-52.1% | $6,427-47.6% | $4,662-27.8% |
| Participant deferral / active EE | $9,360 | $9,808-4.6% | $9,133+2.5% | $6,690+39.9% |
| Admin fee / account holder | $16 | $16,362-99.9% | $13,898-99.9% | $13,392-99.9% |