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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 | $20,581 | $110,212-81.3% | $96,534-78.7% | $139,466-85.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 32.57% | 26.42%+6.1pp | 25.88%+6.7pp | 373.66%-341.1pp |
| Employer contribution / active EE | $2,593 | $3,620-28.4% | $2,965-12.6% | $4,754-45.5% |
| Participant deferral / active EE | $7,762 | $5,547+39.9% | $4,851+60.0% | $6,712+15.6% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |