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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 | $31,008 | $201,370-84.6% | $184,256-83.2% | $145,897-78.7% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 20.55% | 29.05%-8.5pp | 28.85%-8.3pp | 552.29%-531.7pp |
| Employer contribution / active EE | $4,611 | $7,024-34.4% | $6,427-28.3% | $4,663-1.1% |
| Participant deferral / active EE | $7,731 | $9,808-21.2% | $9,133-15.3% | $6,689+15.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |